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 | $189,531 | $138,347+37.0% | $184,203+2.9% | $80,856+134.4% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 18.25% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.3pp |
| Employer contribution / active EE | $7,104 | $4,850+46.5% | $6,427+10.5% | $2,755+157.9% |
| Participant deferral / active EE | $15,076 | $7,071+113.2% | $9,131+65.1% | $4,296+251.0% |
| Admin fee / account holder | $3,246 | $10,483-69.0% | $13,901-76.7% | $6,918-53.1% |