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 | $137,730 | $125,758+9.5% | $169,993-19.0% | $75,163+83.2% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 17.53% | 27.20%-9.7pp | 53.37%-35.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,238 | $4,615-29.8% | $6,785-52.3% | $2,670+21.3% |
| Participant deferral / active EE | $11,970 | $6,837+75.1% | $10,408+15.0% | $4,125+190.2% |
| Admin fee / account holder | $4,562 | $8,173-44.2% | $12,815-64.4% | $5,651-19.3% |