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 | $172,880 | $98,463+75.6% | $119,258+45.0% | $85,850+101.4% |
| Participation rate | 94.1% | 77.6%+16.5pp | 82.7%+11.4pp | 69.3%+24.8pp |
| Annual return | 20.25% | 38.53%-18.3pp | 30.69%-10.4pp | 318.53%-298.3pp |
| Employer contribution / active EE | $2,038 | $3,698-44.9% | $4,384-53.5% | $2,565-20.6% |
| Participant deferral / active EE | $6,029 | $4,942+22.0% | $6,111-1.3% | $3,952+52.6% |
| Admin fee / account holder | $9,896 | $7,493+32.1% | $7,226+37.0% | $6,260+58.1% |