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 | $106,993 | $80,968+32.1% | $96,544+10.8% | $75,163+42.3% |
| Participation rate | 75.6% | 71.8%+3.8pp | 76.0%-0.4pp | 67.2%+8.4pp |
| Annual return | 19.23% | 27.06%-7.8pp | 25.84%-6.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,623 | $2,282+14.9% | $2,965-11.5% | $2,670-1.8% |
| Participant deferral / active EE | $6,124 | $3,928+55.9% | $4,851+26.2% | $4,125+48.5% |
| Admin fee / account holder | $2,826 | $6,724-58.0% | $8,252-65.8% | $5,651-50.0% |