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 | $157,178 | $104,251+50.8% | $91,001+72.7% | $147,584+6.5% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 15.14% | 27.06%-11.9pp | 4.60%+10.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $6,932 | $3,116+122.5% | $2,456+182.3% | $4,876+42.2% |
| Participant deferral / active EE | $6,932 | $4,195+65.2% | $3,547+95.4% | $5,439+27.5% |
| Admin fee / account holder | $42,987 | $8,948+380.4% | $5,417+693.5% | $10,885+294.9% |