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 8-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 | $175,022 | $102,828+70.2% | $105,387+66.1% | $152,861+14.5% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.6%+12.7pp | 82.4%+12.8pp |
| Annual return | 20.14% | 20.85%-0.7pp | 26.82%-6.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $4,419 | $4,473-1.2% | $4,213+4.9% | $4,762-7.2% |
| Participant deferral / active EE | $4,243 | $5,465-22.4% | $5,502-22.9% | $5,850-27.5% |
| Admin fee / account holder | $20,378 | $8,683+134.7% | $6,559+210.7% | $11,596+75.7% |