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 7-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 | $169,198 | $159,602+6.0% | $150,045+12.8% | $142,382+18.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 29.50% | 70.24%-40.7pp | 62.55%-33.1pp | 217.08%-187.6pp |
| Employer contribution / active EE | $13,462 | $4,961+171.4% | $4,693+186.8% | $4,299+213.1% |
| Participant deferral / active EE | $9,298 | $8,310+11.9% | $7,997+16.3% | $6,507+42.9% |
| Admin fee / account holder | $2,468 | $14,846-83.4% | $13,435-81.6% | $12,624-80.4% |