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 | $64,645 | $53,777+20.2% | $134,143-51.8% | $79,858-19.0% |
| Participation rate | 85.1% | 58.8%+26.3pp | 72.2%+12.9pp | 69.6%+15.4pp |
| Annual return | 15.53% | 19.01%-3.5pp | 36.33%-20.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,216 | $1,321-8.0% | $3,704-67.2% | $2,471-50.8% |
| Participant deferral / active EE | $2,786 | $2,420+15.1% | $3,499-20.4% | $3,740-25.5% |
| Admin fee / account holder | $6,531 | $3,984+63.9% | $6,684-2.3% | $5,306+23.1% |