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 | $194,579 | $95,803+103.1% | $113,168+71.9% | $84,808+129.4% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 14.84% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,717 | $2,360-27.3% | $2,975-42.3% | $2,631-34.7% |
| Participant deferral / active EE | $6,157 | $4,242+45.1% | $5,107+20.6% | $4,212+46.2% |
| Admin fee / account holder | $37,477 | $8,989+316.9% | $12,068+210.6% | $7,344+410.3% |