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 | $150,983 | $81,460+85.3% | $103,333+46.1% | $80,856+86.7% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 16.40% | 25.55%-9.1pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,018 | $3,105-2.8% | $3,868-22.0% | $2,755+9.6% |
| Participant deferral / active EE | $6,920 | $3,869+78.9% | $5,057+36.8% | $4,296+61.1% |
| Admin fee / account holder | $1,430 | $6,566-78.2% | $8,355-82.9% | $6,918-79.3% |