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 7-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 | $201,180 | $177,572+13.3% | $154,803+30.0% | $142,382+41.3% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 13.44% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,895 | $4,810-39.8% | $4,305-32.8% | $4,299-32.7% |
| Participant deferral / active EE | $7,019 | $6,272+11.9% | $5,540+26.7% | $6,507+7.9% |
| Admin fee / account holder | $13,372 | $16,786-20.3% | $14,329-6.7% | $12,624+5.9% |