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 | $235,111 | $148,978+57.8% | $200,582+17.2% | $84,808+177.2% |
| Participation rate | 89.2% | 84.2%+5.0pp | 86.9%+2.3pp | 68.3%+20.9pp |
| Annual return | 16.71% | 28.16%-11.4pp | 42.33%-25.6pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,850 | $4,815+83.8% | $6,419+37.9% | $2,631+236.4% |
| Participant deferral / active EE | $16,972 | $7,142+137.6% | $9,331+81.9% | $4,212+303.0% |
| Admin fee / account holder | $4,013 | $13,977-71.3% | $16,305-75.4% | $7,344-45.4% |