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 | $235,925 | $148,534+58.8% | $135,903+73.6% | $139,434+69.2% |
| Participation rate | 91.3% | 83.9%+7.5pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 21.14% | 79.19%-58.1pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,398 | $5,243+3.0% | $4,856+11.2% | $4,751+13.6% |
| Participant deferral / active EE | $5,784 | $8,100-28.6% | $7,758-25.4% | $6,710-13.8% |
| Admin fee / account holder | $2,163 | $12,400-82.6% | $10,762-79.9% | $11,403-81.0% |