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 | $207,185 | $177,572+16.7% | $154,803+33.8% | $142,382+45.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 11.68% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,735 | $4,810-43.1% | $4,305-36.5% | $4,299-36.4% |
| Participant deferral / active EE | $6,160 | $6,272-1.8% | $5,540+11.2% | $6,507-5.3% |
| Admin fee / account holder | $2,970 | $16,786-82.3% | $14,329-79.3% | $12,624-76.5% |