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 | $151,886 | $106,515+42.6% | $96,683+57.1% | $139,434+8.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 13.08% | 38.43%-25.3pp | 35.69%-22.6pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,195 | $4,103-70.9% | $3,737-68.0% | $4,751-74.8% |
| Participant deferral / active EE | $3,400 | $5,454-37.7% | $4,878-30.3% | $6,710-49.3% |
| Admin fee / account holder | $19,286 | $7,877+144.8% | $6,730+186.6% | $11,403+69.1% |