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 8-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 | $216,591 | $177,572+22.0% | $154,803+39.9% | $142,382+52.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 15.54% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $5,360 | $4,810+11.4% | $4,305+24.5% | $4,299+24.7% |
| Participant deferral / active EE | $9,597 | $6,272+53.0% | $5,540+73.2% | $6,507+47.5% |
| Admin fee / account holder | $12,175 | $16,786-27.5% | $14,329-15.0% | $12,624-3.6% |