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 6-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 | $228,992 | $177,572+29.0% | $154,803+47.9% | $142,382+60.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,791 | $4,810+61.9% | $4,305+80.9% | $4,299+81.2% |
| Participant deferral / active EE | $1,967 | $6,272-68.6% | $5,540-64.5% | $6,507-69.8% |
| Admin fee / account holder | $2,419 | $16,786-85.6% | $14,329-83.1% | $12,624-80.8% |