See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,697 | $154,228+38.6% | $145,433+46.9% | $137,256+55.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.34% | 74.59%-60.3pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,520 | $4,804+14.9% | $4,554+21.2% | $4,156+32.8% |
| Participant deferral / active EE | $26,427 | $8,216+221.6% | $7,897+234.6% | $6,407+312.5% |
| Admin fee / account holder | $642 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |