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 | $189,343 | $178,174+6.3% | $156,181+21.2% | $137,256+37.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 11.04% | 84.19%-73.2pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $16,363 | $4,972+229.1% | $4,294+281.1% | $4,156+293.7% |
| Participant deferral / active EE | $11,764 | $6,888+70.8% | $6,132+91.8% | $6,407+83.6% |
| Admin fee / account holder | $11,570 | $17,404-33.5% | $14,586-20.7% | $12,270-5.7% |