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 8-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 | $151,869 | $87,013+74.5% | $106,213+43.0% | $80,856+87.8% |
| Participation rate | 96.2% | 70.4%+25.7pp | 75.3%+20.9pp | 67.6%+28.5pp |
| Annual return | 12.62% | 17.05%-4.4pp | 116.14%-103.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,387 | $2,395-0.4% | $3,171-24.7% | $2,755-13.4% |
| Participant deferral / active EE | $5,810 | $3,986+45.8% | $5,016+15.8% | $4,296+35.3% |
| Admin fee / account holder | $3,668 | $8,431-56.5% | $11,033-66.8% | $6,918-47.0% |