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 | $172,111+25.8% | $150,298+44.1% | $137,256+57.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 15.54% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $5,360 | $4,636+15.6% | $4,154+29.0% | $4,156+29.0% |
| Participant deferral / active EE | $9,597 | $6,166+55.7% | $5,453+76.0% | $6,407+49.8% |
| Admin fee / account holder | $12,175 | $16,471-26.1% | $14,116-13.7% | $12,270-0.8% |