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 | $168,124 | $82,879+102.9% | $96,576+74.1% | $67,986+147.3% |
| Participation rate | 76.0% | 75.2%+0.9pp | 81.4%-5.4pp | 57.2%+18.8pp |
| Annual return | 18.01% | 36.90%-18.9pp | 38.47%-20.5pp | 31.67%-13.7pp |
| Employer contribution / active EE | $2,198 | $2,727-19.4% | $3,553-38.2% | $2,019+8.9% |
| Participant deferral / active EE | $9,339 | $6,976+33.9% | $7,956+17.4% | $3,358+178.1% |
| Admin fee / account holder | $8,627 | $2,783+210.0% | $11,381-24.2% | $3,203+169.3% |