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 | $199,873 | $159,602+25.2% | $150,045+33.2% | $142,382+40.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 12.61% | 70.24%-57.6pp | 62.55%-49.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $6,639 | $4,961+33.8% | $4,693+41.5% | $4,299+54.4% |
| Participant deferral / active EE | $18,195 | $8,310+118.9% | $7,997+127.5% | $6,507+179.6% |
| Admin fee / account holder | $71,283 | $14,846+380.1% | $13,435+430.6% | $12,624+464.7% |