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 | $170,507 | $106,584+60.0% | $101,326+68.3% | $142,382+19.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 81.5%+8.0pp | 80.1%+9.4pp |
| Annual return | 14.38% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,383 | $3,956+36.1% | $3,665+46.9% | $4,299+25.2% |
| Participant deferral / active EE | $13,000 | $8,297+56.7% | $7,994+62.6% | $6,507+99.8% |
| Admin fee / account holder | $2,567 | $11,446-77.6% | $11,185-77.0% | $12,624-79.7% |