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 | $115,882 | $118,450-2.2% | $98,439+17.7% | $139,434-16.9% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 13.36% | 18.94%-5.6pp | 21.16%-7.8pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,635 | $3,609+0.7% | $3,048+19.3% | $4,751-23.5% |
| Participant deferral / active EE | $7,077 | $5,392+31.3% | $4,738+49.4% | $6,710+5.5% |
| Admin fee / account holder | $21,950 | $14,026+56.5% | $8,948+145.3% | $11,403+92.5% |