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 | $220,070 | $228,332-3.6% | $185,823+18.4% | $158,922+38.5% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 10.80% | 40.80%-30.0pp | 35.95%-25.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,411 | $4,967-31.3% | $4,087-16.5% | $4,761-28.4% |
| Participant deferral / active EE | $19,204 | $6,415+199.4% | $5,632+241.0% | $5,982+221.0% |
| Admin fee / account holder | $38,309 | $11,864+222.9% | $9,500+303.2% | $11,246+240.7% |