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 | $136,479 | $106,584+28.0% | $101,326+34.7% | $142,382-4.1% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 20.23% | 36.93%-16.7pp | 36.82%-16.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,548 | $3,956+90.8% | $3,665+105.9% | $4,299+75.6% |
| Participant deferral / active EE | $12,374 | $8,297+49.1% | $7,994+54.8% | $6,507+90.2% |
| Admin fee / account holder | $11,010 | $11,446-3.8% | $11,185-1.6% | $12,624-12.8% |