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 | $182,877 | $89,698+103.9% | $103,476+76.7% | $80,856+126.2% |
| Participation rate | 96.8% | 76.0%+20.8pp | 80.5%+16.3pp | 67.6%+29.1pp |
| Annual return | 12.21% | 22.78%-10.6pp | 23.90%-11.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $4,834 | $4,018+20.3% | $4,672+3.5% | $2,755+75.5% |
| Participant deferral / active EE | $10,739 | $5,456+96.8% | $6,623+62.2% | $4,296+150.0% |
| Admin fee / account holder | $12,628 | $6,768+86.6% | $9,413+34.2% | $6,918+82.5% |