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 | $139,571 | $85,022+64.2% | $70,515+97.9% | $139,434+0.1% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.3%+27.1pp | 80.3%+15.1pp |
| Annual return | 15.48% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,580 | $3,909-34.0% | $2,973-13.2% | $4,751-45.7% |
| Participant deferral / active EE | $5,577 | $5,890-5.3% | $4,567+22.1% | $6,710-16.9% |
| Admin fee / account holder | $2,649 | $8,906-70.3% | $6,412-58.7% | $11,403-76.8% |