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 8-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 | $166,489 | $81,460+104.4% | $103,333+61.1% | $80,856+105.9% |
| Participation rate | 86.2% | 66.8%+19.4pp | 74.5%+11.7pp | 67.6%+18.6pp |
| Annual return | 13.54% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $866 | $3,105-72.1% | $3,868-77.6% | $2,755-68.6% |
| Participant deferral / active EE | $7,044 | $3,869+82.1% | $5,057+39.3% | $4,296+64.0% |
| Admin fee / account holder | $13,664 | $6,566+108.1% | $8,355+63.5% | $6,918+97.5% |