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 | $167,526 | $109,413+53.1% | $156,263+7.2% | $84,808+97.5% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 16.30% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,968 | $2,907+2.1% | $4,333-31.5% | $2,631+12.8% |
| Participant deferral / active EE | $5,903 | $4,590+28.6% | $6,158-4.1% | $4,212+40.2% |
| Admin fee / account holder | $9,677 | $9,357+3.4% | $14,255-32.1% | $7,344+31.8% |