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 | $154,889 | $148,534+4.3% | $135,903+14.0% | $139,434+11.1% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 26.01% | 79.19%-53.2pp | 68.23%-42.2pp | 372.94%-346.9pp |
| Employer contribution / active EE | $9,075 | $5,243+73.1% | $4,856+86.9% | $4,751+91.0% |
| Participant deferral / active EE | $13,308 | $8,100+64.3% | $7,758+71.5% | $6,710+98.3% |
| Admin fee / account holder | $3,089 | $12,400-75.1% | $10,762-71.3% | $11,403-72.9% |