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 | $115,451 | $183,963-37.2% | $162,163-28.8% | $152,861-24.5% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 26.00% | 150.76%-124.8pp | 115.59%-89.6pp | 345.32%-319.3pp |
| Employer contribution / active EE | $10,627 | $6,371+66.8% | $5,614+89.3% | $4,762+123.2% |
| Participant deferral / active EE | $12,451 | $8,034+55.0% | $7,298+70.6% | $5,850+112.8% |
| Admin fee / account holder | $16,045 | $13,121+22.3% | $10,843+48.0% | $11,596+38.4% |