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 | $148,693 | $73,933+101.1% | $96,683+53.8% | $75,163+97.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | 17.90% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,894 | $2,928+101.3% | $3,737+57.7% | $2,670+120.8% |
| Participant deferral / active EE | $5,560 | $3,659+52.0% | $4,878+14.0% | $4,125+34.8% |
| Admin fee / account holder | $5,010 | $5,216-4.0% | $6,730-25.6% | $5,651-11.3% |