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 | $214,978 | $165,335+30.0% | $149,696+43.6% | $158,922+35.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 15.03% | 348.15%-333.1pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $3,933 | $5,103-22.9% | $4,644-15.3% | $4,761-17.4% |
| Participant deferral / active EE | $10,480 | $7,181+45.9% | $6,842+53.2% | $5,982+75.2% |
| Admin fee / account holder | $782 | $10,807-92.8% | $9,309-91.6% | $11,246-93.0% |