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 | $218,249 | $92,985+134.7% | $153,485+42.2% | $80,856+169.9% |
| Participation rate | 96.0% | 69.0%+27.0pp | 77.1%+18.9pp | 67.6%+28.4pp |
| Annual return | 11.97% | 19.95%-8.0pp | 15.65%-3.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,179 | $3,507-9.4% | $5,039-36.9% | $2,755+15.4% |
| Participant deferral / active EE | $6,109 | $5,178+18.0% | $6,757-9.6% | $4,296+42.2% |
| Admin fee / account holder | $12,238 | $8,880+37.8% | $12,724-3.8% | $6,918+76.9% |