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 | $140,880 | $49,915+182.2% | $154,803-9.0% | $74,304+89.6% |
| Participation rate | 73.6% | 54.0%+19.6pp | 78.1%-4.5pp | 60.3%+13.2pp |
| Annual return | 17.68% | 34.06%-16.4pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $5,507 | $1,611+241.8% | $4,305+27.9% | $2,241+145.7% |
| Participant deferral / active EE | $13,602 | $2,255+503.3% | $5,540+145.5% | $3,767+261.1% |
| Admin fee / account holder | $3,592 | $2,189+64.1% | $14,329-74.9% | $2,969+21.0% |