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 | $233,162 | $72,492+221.6% | $87,100+167.7% | $72,985+219.5% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.9%+2.7pp | 69.5%+10.1pp |
| Annual return | 20.22% | 24.46%-4.2pp | 28.19%-8.0pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,502 | $1,894+32.1% | $2,521-0.8% | $2,440+2.6% |
| Participant deferral / active EE | $5,881 | $3,270+79.9% | $4,049+45.3% | $3,607+63.0% |
| Admin fee / account holder | $66,664 | $5,055+1218.8% | $7,497+789.2% | $5,124+1200.9% |