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 8-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 | $169,399 | $94,625+79.0% | $116,228+45.7% | $84,808+99.7% |
| Participation rate | 94.8% | 70.4%+24.4pp | 74.6%+20.3pp | 68.3%+26.5pp |
| Annual return | 14.33% | 20.40%-6.1pp | 90.06%-75.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,250 | $2,347-4.1% | $2,994-24.9% | $2,631-14.5% |
| Participant deferral / active EE | $5,563 | $3,972+40.1% | $4,953+12.3% | $4,212+32.1% |
| Admin fee / account holder | $9,129 | $10,091-9.5% | $11,989-23.9% | $7,344+24.3% |