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 | $166,285 | $125,758+32.2% | $169,993-2.2% | $75,163+121.2% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 17.98% | 27.20%-9.2pp | 53.37%-35.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $3,552 | $4,615-23.0% | $6,785-47.7% | $2,670+33.0% |
| Participant deferral / active EE | $7,970 | $6,837+16.6% | $10,408-23.4% | $4,125+93.2% |
| Admin fee / account holder | $6,615 | $8,173-19.1% | $12,815-48.4% | $5,651+17.1% |