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 | $194,864 | $159,934+21.8% | $147,005+32.6% | $145,959+33.5% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 13.62% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $4,026 | $5,287-23.9% | $4,934-18.4% | $4,661-13.6% |
| Participant deferral / active EE | $13,616 | $8,427+61.6% | $8,070+68.7% | $6,689+103.6% |
| Admin fee / account holder | $4,141 | $15,053-72.5% | $13,006-68.2% | $13,398-69.1% |