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 | $232,058 | $165,335+40.4% | $149,696+55.0% | $158,922+46.0% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 11.24% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,960 | $5,103-61.6% | $4,644-57.8% | $4,761-58.8% |
| Participant deferral / active EE | $2,368 | $7,181-67.0% | $6,842-65.4% | $5,982-60.4% |
| Admin fee / account holder | $1,619 | $10,807-85.0% | $9,309-82.6% | $11,246-85.6% |