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 | $173,250 | $214,378-19.2% | $200,582-13.6% | $142,382+21.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 86.9%+5.4pp | 80.1%+12.2pp |
| Annual return | 22.94% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.1pp |
| Employer contribution / active EE | $24,909 | $6,841+264.1% | $6,419+288.1% | $4,299+479.4% |
| Participant deferral / active EE | $20,716 | $9,865+110.0% | $9,331+122.0% | $6,507+218.4% |
| Admin fee / account holder | $4,712 | $17,692-73.4% | $16,305-71.1% | $12,624-62.7% |