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 | $179,835 | $65,395+175.0% | $182,532-1.5% | $72,985+146.4% |
| Participation rate | 93.3% | 65.4%+27.9pp | 78.0%+15.4pp | 69.5%+23.8pp |
| Annual return | 19.78% | 27.68%-7.9pp | 148.54%-128.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,304 | $1,911-31.8% | $4,076-68.0% | $2,440-46.5% |
| Participant deferral / active EE | $4,465 | $3,563+25.3% | $5,524-19.2% | $3,607+23.8% |
| Admin fee / account holder | $8,443 | $4,245+98.9% | $8,592-1.7% | $5,124+64.8% |