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 7-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 | $183,124 | $101,724+80.0% | $164,813+11.1% | $80,856+126.5% |
| Participation rate | 89.7% | 71.8%+17.8pp | 78.6%+11.1pp | 67.6%+22.0pp |
| Annual return | 13.78% | 16.72%-2.9pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,249 | $2,953-23.9% | $4,341-48.2% | $2,755-18.4% |
| Participant deferral / active EE | $4,641 | $4,477+3.7% | $6,031-23.0% | $4,296+8.0% |
| Admin fee / account holder | $29,284 | $8,227+255.9% | $12,690+130.8% | $6,918+323.3% |