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 | $177,994 | $81,460+118.5% | $103,333+72.3% | $80,856+120.1% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.6%+8.8pp |
| Annual return | 15.19% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,462 | $3,105-52.9% | $3,868-62.2% | $2,755-46.9% |
| Participant deferral / active EE | $5,931 | $3,869+53.3% | $5,057+17.3% | $4,296+38.1% |
| Admin fee / account holder | $13,052 | $6,566+98.8% | $8,355+56.2% | $6,918+88.7% |