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 | $185,214 | $176,812+4.8% | $146,665+26.3% | $167,490+10.6% |
| Participation rate | 95.0% | 83.6%+11.4pp | 80.1%+14.9pp | 82.1%+12.9pp |
| Annual return | 13.82% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,136 | $5,160-39.2% | $4,136-24.2% | $4,837-35.2% |
| Participant deferral / active EE | $7,623 | $6,440+18.4% | $5,506+38.5% | $6,341+20.2% |
| Admin fee / account holder | $1,442 | $13,259-89.1% | $10,280-86.0% | $12,309-88.3% |