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 | $183,665 | $77,503+137.0% | $100,391+83.0% | $80,856+127.1% |
| Participation rate | 81.5% | 76.9%+4.5pp | 81.5%0pp | 67.6%+13.8pp |
| Annual return | 20.16% | 37.20%-17.0pp | 49.20%-29.0pp | 35.59%-15.4pp |
| Employer contribution / active EE | $26,331 | $2,801+840.1% | $3,942+568.0% | $2,755+855.8% |
| Participant deferral / active EE | $9,642 | $6,820+41.4% | $8,082+19.3% | $4,296+124.5% |
| Admin fee / account holder | $10,490 | $5,897+77.9% | $7,899+32.8% | $6,918+51.6% |