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 | $194,996 | $148,978+30.9% | $200,582-2.8% | $84,808+129.9% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 15.15% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.7pp |
| Employer contribution / active EE | $8,057 | $4,815+67.3% | $6,419+25.5% | $2,631+206.2% |
| Participant deferral / active EE | $15,528 | $7,142+117.4% | $9,331+66.4% | $4,212+268.7% |
| Admin fee / account holder | $19,797 | $13,977+41.6% | $16,305+21.4% | $7,344+169.6% |