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 | $212,095 | $157,256+34.9% | $141,162+50.2% | $152,861+38.8% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 14.93% | 64.32%-49.4pp | 71.39%-56.5pp | 345.32%-330.4pp |
| Employer contribution / active EE | $13,687 | $5,261+160.2% | $4,735+189.1% | $4,762+187.4% |
| Participant deferral / active EE | $9,500 | $7,109+33.6% | $6,709+41.6% | $5,850+62.4% |
| Admin fee / account holder | $13,668 | $12,120+12.8% | $10,261+33.2% | $11,596+17.9% |