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 7-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 | $209,429 | $109,413+91.4% | $156,263+34.0% | $84,808+146.9% |
| Participation rate | 86.7% | 72.7%+14.0pp | 78.9%+7.8pp | 68.3%+18.4pp |
| Annual return | 12.89% | 20.18%-7.3pp | 59.47%-46.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,653 | $2,907-43.1% | $4,333-61.8% | $2,631-37.2% |
| Participant deferral / active EE | $5,464 | $4,590+19.1% | $6,158-11.3% | $4,212+29.7% |
| Admin fee / account holder | $7,639 | $9,357-18.4% | $14,255-46.4% | $7,344+4.0% |