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 | $127,155 | $86,929+46.3% | $102,423+24.1% | $80,856+57.3% |
| Participation rate | 95.3% | 72.4%+23.0pp | 76.5%+18.9pp | 67.6%+27.7pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,716 | $2,369+14.6% | $3,023-10.2% | $2,755-1.4% |
| Participant deferral / active EE | $6,019 | $4,118+46.1% | $5,053+19.1% | $4,296+40.1% |
| Admin fee / account holder | $22,023 | $8,049+173.6% | $9,451+133.0% | $6,918+218.3% |