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 | $183,370 | $159,602+14.9% | $150,045+22.2% | $142,382+28.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 16.28% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $4,333 | $4,961-12.6% | $4,693-7.7% | $4,299+0.8% |
| Participant deferral / active EE | $6,014 | $8,310-27.6% | $7,997-24.8% | $6,507-7.6% |
| Admin fee / account holder | $27,219 | $14,846+83.3% | $13,435+102.6% | $12,624+115.6% |