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 | $173,280 | $74,888+131.4% | $71,209+143.3% | $142,382+21.7% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.8%+18.6pp | 80.1%+12.2pp |
| Annual return | 14.21% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,864 | $2,854-34.7% | $2,721-31.5% | $4,299-56.6% |
| Participant deferral / active EE | $5,009 | $4,454+12.5% | $4,175+20.0% | $6,507-23.0% |
| Admin fee / account holder | $2,019 | $5,568-63.7% | $5,349-62.3% | $12,624-84.0% |