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 | $161,788 | $67,606+139.3% | $82,313+96.6% | $70,131+130.7% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 14.19% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,513 | $1,755-13.8% | $2,428-37.7% | $2,342-35.4% |
| Participant deferral / active EE | $4,942 | $2,987+65.4% | $3,706+33.3% | $3,332+48.3% |
| Admin fee / account holder | $43,832 | $4,512+871.5% | $5,608+681.6% | $4,645+843.6% |