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 | $163,686 | $94,031+74.1% | $115,768+41.4% | $82,448+98.5% |
| Participation rate | 89.4% | 70.4%+18.9pp | 74.4%+15.0pp | 68.1%+21.3pp |
| Annual return | 17.94% | 20.61%-2.7pp | 100.46%-82.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,702 | $2,323-26.7% | $2,940-42.1% | $2,551-33.3% |
| Participant deferral / active EE | $2,262 | $3,972-43.0% | $4,917-54.0% | $4,139-45.4% |
| Admin fee / account holder | $5,148 | $10,249-49.8% | $12,439-58.6% | $7,234-28.8% |