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 | $245,722 | $95,266+157.9% | $82,389+198.2% | $142,382+72.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 11.49% | 25.74%-14.2pp | 28.67%-17.2pp | 217.08%-205.6pp |
| Employer contribution / active EE | $3,057 | $2,991+2.2% | $2,517+21.4% | $4,299-28.9% |
| Participant deferral / active EE | $5,101 | $4,809+6.1% | $4,155+22.8% | $6,507-21.6% |
| Admin fee / account holder | $25,754 | $8,563+200.7% | $7,231+256.2% | $12,624+104.0% |