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 | $100,071 | $57,541+73.9% | $95,745+4.5% | $75,163+33.1% |
| Participation rate | 85.1% | 62.5%+22.6pp | 72.3%+12.9pp | 67.2%+17.9pp |
| Annual return | 13.89% | 34.93%-21.0pp | 28.35%-14.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $1,883 | $1,808+4.1% | $2,835-33.6% | $2,670-29.5% |
| Participant deferral / active EE | $1,412 | $3,074-54.1% | $4,245-66.7% | $4,125-65.8% |
| Admin fee / account holder | $11,783 | $4,099+187.5% | $5,678+107.5% | $5,651+108.5% |