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 | $154,764 | $76,367+102.7% | $93,606+65.3% | $72,985+112.1% |
| Participation rate | 97.7% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.2pp |
| Annual return | 24.79% | 25.82%-1.0pp | 32.76%-8.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $2,738 | $2,275+20.3% | $2,718+0.7% | $2,440+12.2% |
| Participant deferral / active EE | $6,072 | $3,538+71.6% | $4,069+49.2% | $3,607+68.3% |
| Admin fee / account holder | $27,596 | $6,838+303.6% | $7,888+249.8% | $5,124+438.5% |