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 | $222,388 | $157,256+41.4% | $141,162+57.5% | $152,861+45.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 26.16% | 64.32%-38.2pp | 71.39%-45.2pp | 345.32%-319.2pp |
| Employer contribution / active EE | $4,316 | $5,261-18.0% | $4,735-8.9% | $4,762-9.4% |
| Participant deferral / active EE | $11,650 | $7,109+63.9% | $6,709+73.6% | $5,850+99.1% |
| Admin fee / account holder | $71,584 | $12,120+490.6% | $10,261+597.6% | $11,596+517.3% |