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 | $226,827 | $209,336+8.4% | $197,124+15.1% | $137,256+65.3% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 14.56% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,425 | $6,591-63.2% | $6,227-61.1% | $4,156-41.6% |
| Participant deferral / active EE | $10,772 | $9,614+12.0% | $9,135+17.9% | $6,407+68.1% |
| Admin fee / account holder | $4,582 | $17,308-73.5% | $16,298-71.9% | $12,270-62.7% |