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 | $174,923 | $101,724+72.0% | $164,813+6.1% | $80,856+116.3% |
| Participation rate | 84.4% | 71.8%+12.5pp | 78.6%+5.8pp | 67.6%+16.7pp |
| Annual return | 11.54% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,260 | $4,477+17.5% | $6,031-12.8% | $4,296+22.5% |
| Admin fee / account holder | $38,162 | $8,227+363.8% | $12,690+200.7% | $6,918+451.6% |