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 7-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 | $173,198 | $126,636+36.8% | $312,151-44.5% | $116,462+48.7% |
| Participation rate | 90.2% | 82.6%+7.7pp | 89.1%+1.2pp | 74.7%+15.6pp |
| Annual return | 21.36% | 15.31%+6.1pp | 1.82%+19.5pp | 15.65%+5.7pp |
| Employer contribution / active EE | $3,485 | $3,444+1.2% | $8,031-56.6% | $3,231+7.9% |
| Participant deferral / active EE | $11,006 | $4,369+151.9% | $5,370+105.0% | $3,836+186.9% |
| Admin fee / account holder | $20,480 | $16,098+27.2% | $51,799-60.5% | $12,754+60.6% |