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 | $228,931 | $177,572+28.9% | $154,803+47.9% | $142,382+60.8% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 17.67% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,666 | $4,810-44.6% | $4,305-38.1% | $4,299-38.0% |
| Participant deferral / active EE | $4,669 | $6,272-25.6% | $5,540-15.7% | $6,507-28.3% |
| Admin fee / account holder | $7,355 | $16,786-56.2% | $14,329-48.7% | $12,624-41.7% |