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 | $235,936 | $106,515+121.5% | $96,683+144.0% | $139,434+69.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 14.28% | 38.43%-24.1pp | 35.69%-21.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,125 | $4,103-23.8% | $3,737-16.4% | $4,751-34.2% |
| Participant deferral / active EE | $15,725 | $5,454+188.3% | $4,878+222.4% | $6,710+134.3% |
| Admin fee / account holder | $1,134 | $7,877-85.6% | $6,730-83.1% | $11,403-90.1% |