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 | $164,247 | $101,724+61.5% | $164,813-0.3% | $80,856+103.1% |
| Participation rate | 95.7% | 71.8%+23.9pp | 78.6%+17.1pp | 67.6%+28.1pp |
| Annual return | 12.59% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,765 | $2,953+162.9% | $4,341+78.9% | $2,755+181.9% |
| Participant deferral / active EE | $9,096 | $4,477+103.2% | $6,031+50.8% | $4,296+111.8% |
| Admin fee / account holder | $11,117 | $8,227+35.1% | $12,690-12.4% | $6,918+60.7% |