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 | $217,378 | $159,901+35.9% | $146,958+47.9% | $145,922+49.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 23.06% | 98.13%-75.1pp | 418.34%-395.3pp | 561.29%-538.2pp |
| Employer contribution / active EE | $3,098 | $5,286-41.4% | $4,933-37.2% | $4,660-33.5% |
| Participant deferral / active EE | $3,429 | $8,428-59.3% | $8,070-57.5% | $6,688-48.7% |
| Admin fee / account holder | $393 | $15,044-97.4% | $12,998-97.0% | $13,397-97.1% |