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 | $91,825 | $87,013+5.5% | $106,213-13.5% | $80,856+13.6% |
| Participation rate | 96.6% | 70.4%+26.1pp | 75.3%+21.3pp | 67.6%+28.9pp |
| Annual return | 20.89% | 17.05%+3.8pp | 116.14%-95.2pp | 35.59%-14.7pp |
| Employer contribution / active EE | $3,669 | $2,395+53.2% | $3,171+15.7% | $2,755+33.2% |
| Participant deferral / active EE | $6,180 | $3,986+55.1% | $5,016+23.2% | $4,296+43.9% |
| Admin fee / account holder | $1,603 | $8,431-81.0% | $11,033-85.5% | $6,918-76.8% |