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 | $211,469 | $148,534+42.4% | $135,903+55.6% | $139,434+51.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.01% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $9,160 | $5,243+74.7% | $4,856+88.6% | $4,751+92.8% |
| Participant deferral / active EE | $6,516 | $8,100-19.6% | $7,758-16.0% | $6,710-2.9% |
| Admin fee / account holder | $1,733 | $12,400-86.0% | $10,762-83.9% | $11,403-84.8% |