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 | $111,535+67.3% | $105,223+77.4% | $137,256+36.0% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 16.50% | 237.85%-221.4pp | 180.65%-164.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,233 | $3,939-17.9% | $3,689-12.3% | $4,156-22.2% |
| Participant deferral / active EE | $8,363 | $5,500+52.1% | $5,072+64.9% | $6,407+30.5% |
| Admin fee / account holder | $3,044 | $9,721-68.7% | $8,859-65.6% | $12,270-75.2% |