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 | $152,876 | $159,602-4.2% | $150,045+1.9% | $142,382+7.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 18.43% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,816 | $4,961+57.6% | $4,693+66.5% | $4,299+81.8% |
| Participant deferral / active EE | $15,073 | $8,310+81.4% | $7,997+88.5% | $6,507+131.6% |
| Admin fee / account holder | $27,098 | $14,846+82.5% | $13,435+101.7% | $12,624+114.7% |