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 | $204,643 | $154,228+32.7% | $145,433+40.7% | $137,256+49.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.71% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,681 | $4,804-2.6% | $4,554+2.8% | $4,156+12.6% |
| Participant deferral / active EE | $5,312 | $8,216-35.3% | $7,897-32.7% | $6,407-17.1% |
| Admin fee / account holder | $40,657 | $14,344+183.5% | $13,129+209.7% | $12,270+231.3% |