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 | $169,751 | $77,899+117.9% | $149,673+13.4% | $75,163+125.8% |
| Participation rate | 91.1% | 65.6%+25.5pp | 78.8%+12.3pp | 67.2%+23.9pp |
| Annual return | 19.27% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,392 | $3,137-23.7% | $4,818-50.3% | $2,670-10.4% |
| Participant deferral / active EE | $3,306 | $3,411-3.1% | $5,680-41.8% | $4,125-19.9% |
| Admin fee / account holder | $5,028 | $5,956-15.6% | $13,210-61.9% | $5,651-11.0% |