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 6-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 | $205,870 | $179,726+14.5% | $156,263+31.7% | $142,382+44.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 11.91% | 77.86%-65.9pp | 59.47%-47.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,874 | $5,069-43.3% | $4,333-33.7% | $4,299-33.1% |
| Participant deferral / active EE | $7,539 | $6,956+8.4% | $6,158+22.4% | $6,507+15.9% |
| Admin fee / account holder | $20,939 | $17,272+21.2% | $14,255+46.9% | $12,624+65.9% |