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 | $127,885 | $91,552+39.7% | $133,956-4.5% | $79,858+60.1% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.3pp | 69.6%+8.0pp |
| Annual return | 10.38% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $2,880 | $2,384+20.8% | $3,919-26.5% | $2,471+16.6% |
| Participant deferral / active EE | $6,586 | $3,733+76.4% | $5,048+30.5% | $3,740+76.1% |
| Admin fee / account holder | $19,012 | $6,321+200.8% | $8,927+113.0% | $5,306+258.3% |