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 6-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 | $132,051 | $102,605+28.7% | $145,661-9.3% | $84,808+55.7% |
| Participation rate | 83.9% | 74.3%+9.6pp | 77.2%+6.7pp | 68.3%+15.6pp |
| Annual return | 14.57% | 26.50%-11.9pp | 101.46%-86.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,985 | $3,325-40.3% | $4,238-53.2% | $2,631-24.6% |
| Participant deferral / active EE | $5,112 | $5,750-11.1% | $7,198-29.0% | $4,212+21.4% |
| Admin fee / account holder | $801 | $8,758-90.8% | $12,466-93.6% | $7,344-89.1% |