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 | $196,232 | $183,592+6.9% | $155,567+26.1% | $145,959+34.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.20% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,602 | $5,315-32.2% | $4,674-22.9% | $4,661-22.7% |
| Participant deferral / active EE | $5,782 | $6,464-10.5% | $5,628+2.7% | $6,689-13.5% |
| Admin fee / account holder | $2,298 | $19,318-88.1% | $15,916-85.6% | $13,398-82.8% |