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 | $222,829 | $172,478+29.2% | $145,661+53.0% | $142,382+56.5% |
| Participation rate | 91.3% | 80.1%+11.2pp | 77.2%+14.1pp | 80.1%+11.2pp |
| Annual return | 17.68% | 151.09%-133.4pp | 101.46%-83.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,305 | $4,899-53.0% | $4,238-45.6% | $4,299-46.4% |
| Participant deferral / active EE | $5,809 | $8,348-30.4% | $7,198-19.3% | $6,507-10.7% |
| Admin fee / account holder | $1,578 | $16,864-90.6% | $12,466-87.3% | $12,624-87.5% |