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 | $184,142 | $59,839+207.7% | $81,983+124.6% | $79,858+130.6% |
| Participation rate | 96.0% | 61.6%+34.4pp | 69.2%+26.8pp | 69.6%+26.4pp |
| Annual return | 14.60% | 17.56%-3.0pp | 41.31%-26.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $740 | $1,713-56.8% | $2,498-70.4% | $2,471-70.0% |
| Participant deferral / active EE | $5,726 | $2,695+112.5% | $3,722+53.9% | $3,740+53.1% |
| Admin fee / account holder | $2,019 | $4,287-52.9% | $5,664-64.4% | $5,306-62.0% |