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 | $181,614 | $86,929+108.9% | $102,423+77.3% | $80,856+124.6% |
| Participation rate | 72.5% | 72.4%+0.2pp | 76.5%-4.0pp | 67.6%+4.9pp |
| Annual return | 14.41% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,061 | $2,369-13.0% | $3,023-31.8% | $2,755-25.2% |
| Participant deferral / active EE | $5,289 | $4,118+28.4% | $5,053+4.7% | $4,296+23.1% |
| Admin fee / account holder | $7,774 | $8,049-3.4% | $9,451-17.7% | $6,918+12.4% |