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 | $129,020 | $90,745+42.2% | $130,231-0.9% | $75,163+71.7% |
| Participation rate | 92.3% | 71.1%+21.3pp | 76.3%+16.0pp | 67.2%+25.1pp |
| Annual return | 17.69% | 34.45%-16.8pp | 38.77%-21.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,987 | $3,314-9.9% | $4,126-27.6% | $2,670+11.9% |
| Participant deferral / active EE | $8,719 | $5,362+62.6% | $6,799+28.3% | $4,125+111.4% |
| Admin fee / account holder | $13,181 | $6,331+108.2% | $6,020+119.0% | $5,651+133.3% |