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 | $161,820 | $127,065+27.4% | $113,168+43.0% | $142,382+13.7% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 11.73% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,616 | $3,442-24.0% | $2,975-12.1% | $4,299-39.1% |
| Participant deferral / active EE | $6,711 | $5,716+17.4% | $5,107+31.4% | $6,507+3.1% |
| Admin fee / account holder | $12,908 | $15,736-18.0% | $12,068+7.0% | $12,624+2.2% |