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 | $121,851 | $67,606+80.2% | $82,313+48.0% | $70,131+73.7% |
| Participation rate | 95.9% | 72.8%+23.1pp | 76.9%+19.0pp | 69.5%+26.4pp |
| Annual return | 18.15% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $4,075 | $1,755+132.2% | $2,428+67.8% | $2,342+74.0% |
| Participant deferral / active EE | $4,225 | $2,987+41.4% | $3,706+14.0% | $3,332+26.8% |
| Admin fee / account holder | $6,722 | $4,512+49.0% | $5,608+19.9% | $4,645+44.7% |