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 | $206,202 | $179,726+14.7% | $156,263+32.0% | $142,382+44.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 17.99% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,150 | $5,069-77.3% | $4,333-73.5% | $4,299-73.3% |
| Participant deferral / active EE | $3,534 | $6,956-49.2% | $6,158-42.6% | $6,507-45.7% |
| Admin fee / account holder | $1,773 | $17,272-89.7% | $14,255-87.6% | $12,624-86.0% |