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 | $193,599 | $81,947+136.3% | $105,387+83.7% | $72,985+165.3% |
| Participation rate | 96.7% | 76.5%+20.1pp | 82.6%+14.1pp | 69.5%+27.2pp |
| Annual return | 24.49% | 42.90%-18.4pp | 26.82%-2.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $7,129 | $3,468+105.6% | $4,213+69.2% | $2,440+192.2% |
| Participant deferral / active EE | $11,453 | $4,494+154.9% | $5,502+108.2% | $3,607+217.5% |
| Admin fee / account holder | $5,922 | $6,258-5.4% | $6,559-9.7% | $5,124+15.6% |