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 | $187,302 | $226,064-17.1% | $182,532+2.6% | $152,861+22.5% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.0%+10.9pp | 82.4%+6.4pp |
| Annual return | 19.70% | 192.51%-172.8pp | 148.54%-128.8pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,721 | $4,978+35.0% | $4,076+64.9% | $4,762+41.1% |
| Participant deferral / active EE | $8,201 | $6,368+28.8% | $5,524+48.5% | $5,850+40.2% |
| Admin fee / account holder | $442 | $10,703-95.9% | $8,592-94.9% | $11,596-96.2% |