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 | $95,803+58.6% | $113,168+34.2% | $84,808+79.1% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 16.49% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,674 | $2,360+140.4% | $2,975+90.7% | $2,631+115.7% |
| Participant deferral / active EE | $5,404 | $4,242+27.4% | $5,107+5.8% | $4,212+28.3% |
| Admin fee / account holder | $3,163 | $8,989-64.8% | $12,068-73.8% | $7,344-56.9% |