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 | $248,646 | $177,572+40.0% | $154,803+60.6% | $142,382+74.6% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 19.23% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,519 | $4,810-26.8% | $4,305-18.3% | $4,299-18.1% |
| Participant deferral / active EE | $8,013 | $6,272+27.8% | $5,540+44.6% | $6,507+23.1% |
| Admin fee / account holder | $6,790 | $16,786-59.5% | $14,329-52.6% | $12,624-46.2% |