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 | $186,622 | $114,381+63.2% | $107,525+73.6% | $142,382+31.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.50% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,233 | $4,015-19.5% | $3,754-13.9% | $4,299-24.8% |
| Participant deferral / active EE | $8,363 | $5,564+50.3% | $5,116+63.5% | $6,507+28.5% |
| Admin fee / account holder | $3,044 | $9,860-69.1% | $8,919-65.9% | $12,624-75.9% |