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 7-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 | $232,574 | $138,347+68.1% | $184,203+26.3% | $80,856+187.6% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 18.54% | 20.02%-1.5pp | 28.81%-10.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $9,429 | $4,850+94.4% | $6,427+46.7% | $2,755+242.3% |
| Participant deferral / active EE | $11,561 | $7,071+63.5% | $9,131+26.6% | $4,296+169.1% |
| Admin fee / account holder | $4,687 | $10,483-55.3% | $13,901-66.3% | $6,918-32.3% |