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 | $163,464 | $73,933+121.1% | $96,683+69.1% | $75,163+117.5% |
| Participation rate | 78.1% | 66.4%+11.7pp | 74.3%+3.8pp | 67.2%+10.9pp |
| Annual return | 16.71% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,615 | $2,928-44.8% | $3,737-56.8% | $2,670-39.5% |
| Participant deferral / active EE | $5,574 | $3,659+52.3% | $4,878+14.3% | $4,125+35.1% |
| Admin fee / account holder | $22,339 | $5,216+328.3% | $6,730+232.0% | $5,651+295.3% |