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 | $130,021 | $86,929+49.6% | $102,423+26.9% | $80,856+60.8% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.6%+20.4pp |
| Annual return | 14.23% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,130 | $2,369+32.1% | $3,023+3.5% | $2,755+13.6% |
| Participant deferral / active EE | $2,697 | $4,118-34.5% | $5,053-46.6% | $4,296-37.2% |
| Admin fee / account holder | $3,264 | $8,049-59.4% | $9,451-65.5% | $6,918-52.8% |