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 | $127,780 | $89,753+42.4% | $107,525+18.8% | $84,808+50.7% |
| Participation rate | 74.4% | 68.1%+6.4pp | 75.1%-0.7pp | 68.3%+6.1pp |
| Annual return | 14.43% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,401 | $3,113+73.5% | $3,754+43.9% | $2,631+105.3% |
| Participant deferral / active EE | $2,606 | $4,056-35.8% | $5,116-49.1% | $4,212-38.1% |
| Admin fee / account holder | $970 | $7,222-86.6% | $8,919-89.1% | $7,344-86.8% |