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 | $147,817 | $127,777+15.7% | $106,548+38.7% | $167,490-11.7% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 21.32% | 33.87%-12.5pp | 26.80%-5.5pp | 478.56%-457.2pp |
| Employer contribution / active EE | $1,650 | $3,427-51.9% | $2,819-41.5% | $4,837-65.9% |
| Participant deferral / active EE | $8,996 | $5,087+76.8% | $4,398+104.5% | $6,341+41.9% |
| Admin fee / account holder | $1,477 | $11,228-86.8% | $7,407-80.1% | $12,309-88.0% |