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 | $88,634+89.7% | $101,326+65.9% | $74,304+126.3% |
| Participation rate | 76.0% | 76.9%-0.8pp | 81.5%-5.5pp | 60.3%+15.7pp |
| Annual return | 18.01% | 33.10%-15.1pp | 36.82%-18.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $2,198 | $2,930-25.0% | $3,665-40.0% | $2,241-1.9% |
| Participant deferral / active EE | $9,339 | $7,322+27.5% | $7,994+16.8% | $3,767+147.9% |
| Admin fee / account holder | $8,627 | $2,425+255.7% | $11,185-22.9% | $2,969+190.6% |