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 | $155,221 | $125,758+23.4% | $169,993-8.7% | $75,163+106.5% |
| Participation rate | 98.6% | 83.6%+15.1pp | 87.0%+11.6pp | 67.2%+31.5pp |
| Annual return | 20.02% | 27.20%-7.2pp | 53.37%-33.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $4,850 | $4,615+5.1% | $6,785-28.5% | $2,670+81.6% |
| Participant deferral / active EE | $11,360 | $6,837+66.1% | $10,408+9.2% | $4,125+175.4% |
| Admin fee / account holder | $7,080 | $8,173-13.4% | $12,815-44.8% | $5,651+25.3% |