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 9-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 | $210,965 | $148,534+42.0% | $135,903+55.2% | $139,434+51.3% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 16.19% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,143 | $5,243-21.0% | $4,856-14.7% | $4,751-12.8% |
| Participant deferral / active EE | $9,203 | $8,100+13.6% | $7,758+18.6% | $6,710+37.2% |
| Admin fee / account holder | $2,428 | $12,400-80.4% | $10,762-77.4% | $11,403-78.7% |