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 | $133,174 | $76,367+74.4% | $93,606+42.3% | $72,985+82.5% |
| Participation rate | 98.1% | 71.7%+26.4pp | 75.8%+22.3pp | 69.5%+28.6pp |
| Annual return | 19.01% | 25.82%-6.8pp | 32.76%-13.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $2,626 | $2,275+15.4% | $2,718-3.4% | $2,440+7.6% |
| Participant deferral / active EE | $6,561 | $3,538+85.4% | $4,069+61.2% | $3,607+81.9% |
| Admin fee / account holder | $6,453 | $6,838-5.6% | $7,888-18.2% | $5,124+25.9% |