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 | $212,684 | $192,717+10.4% | $142,449+49.3% | $139,434+52.5% |
| Participation rate | 95.5% | 81.5%+14.0pp | 76.8%+18.7pp | 80.3%+15.1pp |
| Annual return | 17.54% | 17.99%-0.5pp | 19.99%-2.5pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,148 | $5,806-45.8% | $4,847-35.1% | $4,751-33.7% |
| Participant deferral / active EE | $6,262 | $7,208-13.1% | $6,283-0.3% | $6,710-6.7% |
| Admin fee / account holder | $1,131 | $15,124-92.5% | $10,011-88.7% | $11,403-90.1% |