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 | $151,911 | $95,453+59.1% | $112,040+35.6% | $82,448+84.3% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 16.49% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.1pp |
| Employer contribution / active EE | $5,674 | $2,318+144.8% | $2,954+92.1% | $2,551+122.4% |
| Participant deferral / active EE | $5,404 | $4,224+27.9% | $5,098+6.0% | $4,139+30.6% |
| Admin fee / account holder | $3,163 | $9,013-64.9% | $12,098-73.9% | $7,234-56.3% |