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 | $191,358 | $117,983+62.2% | $101,794+88.0% | $142,382+34.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 17.50% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,409 | $2,773-13.1% | $2,289+5.3% | $4,299-44.0% |
| Participant deferral / active EE | $8,117 | $4,714+72.2% | $4,084+98.8% | $6,507+24.7% |
| Admin fee / account holder | $3,172 | $10,433-69.6% | $8,777-63.9% | $12,624-74.9% |