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 | $207,466 | $142,405+45.7% | $115,157+80.2% | $152,861+35.7% |
| Participation rate | 70.0% | 82.4%-12.4pp | 75.9%-5.9pp | 82.4%-12.4pp |
| Annual return | 22.92% | 41.48%-18.6pp | 35.60%-12.7pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,503 | $4,010-12.6% | $3,179+10.2% | $4,762-26.4% |
| Participant deferral / active EE | $5,364 | $5,164+3.9% | $4,168+28.7% | $5,850-8.3% |
| Admin fee / account holder | $36,395 | $8,462+330.1% | $7,088+413.5% | $11,596+213.8% |