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 | $142,536 | $81,460+75.0% | $103,333+37.9% | $80,856+76.3% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 22.89% | 25.55%-2.7pp | 24.88%-2.0pp | 35.59%-12.7pp |
| Employer contribution / active EE | $867 | $3,105-72.1% | $3,868-77.6% | $2,755-68.5% |
| Participant deferral / active EE | $5,013 | $3,869+29.6% | $5,057-0.9% | $4,296+16.7% |
| Admin fee / account holder | $827 | $6,566-87.4% | $8,355-90.1% | $6,918-88.0% |