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 | $244,858 | $214,378+14.2% | $200,582+22.1% | $142,382+72.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 19.86% | 46.41%-26.5pp | 42.33%-22.5pp | 217.08%-197.2pp |
| Employer contribution / active EE | $18,138 | $6,841+165.1% | $6,419+182.6% | $4,299+321.9% |
| Participant deferral / active EE | $14,488 | $9,865+46.9% | $9,331+55.3% | $6,507+122.6% |
| Admin fee / account holder | $2,423 | $17,692-86.3% | $16,305-85.1% | $12,624-80.8% |