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 8-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 | $209,768 | $201,272+4.2% | $184,203+13.9% | $145,922+43.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 9.77% | 29.00%-19.2pp | 28.81%-19.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,163 | $7,022-55.0% | $6,427-50.8% | $4,660-32.1% |
| Participant deferral / active EE | $8,533 | $9,806-13.0% | $9,131-6.6% | $6,688+27.6% |
| Admin fee / account holder | $28,595 | $16,364+74.7% | $13,901+105.7% | $13,397+113.4% |