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 | $123,964 | $67,606+83.4% | $82,313+50.6% | $70,131+76.8% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.9%+7.2pp | 69.5%+14.5pp |
| Annual return | 17.37% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $945 | $1,755-46.1% | $2,428-61.1% | $2,342-59.7% |
| Participant deferral / active EE | $6,678 | $2,987+123.6% | $3,706+80.2% | $3,332+100.4% |
| Admin fee / account holder | $17,377 | $4,512+285.1% | $5,608+209.9% | $4,645+274.1% |