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 | $172,111+33.0% | $150,298+52.3% | $137,256+66.8% |
| Participation rate | 73.7% | 81.7%-8.0pp | 77.8%-4.1pp | 80.0%-6.3pp |
| Annual return | 17.67% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,666 | $4,636-42.5% | $4,154-35.8% | $4,156-35.8% |
| Participant deferral / active EE | $4,669 | $6,166-24.3% | $5,453-14.4% | $6,407-27.1% |
| Admin fee / account holder | $7,355 | $16,471-55.3% | $14,116-47.9% | $12,270-40.1% |