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 | $197,309 | $175,202+12.6% | $149,673+31.8% | $139,434+41.5% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.14% | 166.71%-149.6pp | 134.42%-117.3pp | 372.94%-355.8pp |
| Employer contribution / active EE | $5,029 | $5,474-8.1% | $4,818+4.4% | $4,751+5.9% |
| Participant deferral / active EE | $10,880 | $6,519+66.9% | $5,680+91.6% | $6,710+62.1% |
| Admin fee / account holder | $4,310 | $16,150-73.3% | $13,210-67.4% | $11,403-62.2% |