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 | $230,054 | $159,602+44.1% | $150,045+53.3% | $142,382+61.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 13.58% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,629 | $4,961-47.0% | $4,693-44.0% | $4,299-38.8% |
| Participant deferral / active EE | $7,528 | $8,310-9.4% | $7,997-5.9% | $6,507+15.7% |
| Admin fee / account holder | $10,710 | $14,846-27.9% | $13,435-20.3% | $12,624-15.2% |