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 | $159,137 | $138,347+15.0% | $184,203-13.6% | $80,856+96.8% |
| Participation rate | 91.2% | 83.9%+7.4pp | 86.8%+4.4pp | 67.6%+23.6pp |
| Annual return | 18.92% | 20.02%-1.1pp | 28.81%-9.9pp | 35.59%-16.7pp |
| Employer contribution / active EE | $7,910 | $4,850+63.1% | $6,427+23.1% | $2,755+187.1% |
| Participant deferral / active EE | $16,256 | $7,071+129.9% | $9,131+78.0% | $4,296+278.4% |
| Admin fee / account holder | $7,864 | $10,483-25.0% | $13,901-43.4% | $6,918+13.7% |