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 | $211,268 | $154,228+37.0% | $145,433+45.3% | $137,256+53.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $18,394 | $4,804+282.9% | $4,554+303.9% | $4,156+342.6% |
| Participant deferral / active EE | $14,300 | $8,216+74.0% | $7,897+81.1% | $6,407+123.2% |
| Admin fee / account holder | $2,764 | $14,344-80.7% | $13,129-79.0% | $12,270-77.5% |