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 | $184,575 | $86,922+112.3% | $102,438+80.2% | $80,874+128.2% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 10.97% | 18.90%-7.9pp | 29.37%-18.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $3,867 | $2,369+63.2% | $3,024+27.9% | $2,756+40.3% |
| Participant deferral / active EE | $4,164 | $4,119+1.1% | $5,054-17.6% | $4,297-3.1% |
| Admin fee / account holder | $48,379 | $8,050+501.0% | $9,448+412.1% | $6,935+597.6% |