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 | $136,858 | $95,803+42.9% | $113,168+20.9% | $84,808+61.4% |
| Participation rate | 83.7% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.4pp |
| Annual return | 16.55% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,977 | $2,360+26.2% | $2,975+0.1% | $2,631+13.2% |
| Participant deferral / active EE | $5,985 | $4,242+41.1% | $5,107+17.2% | $4,212+42.1% |
| Admin fee / account holder | $5,232 | $8,989-41.8% | $12,068-56.6% | $7,344-28.8% |