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 | $120,555 | $123,793-2.6% | $177,821-32.2% | $79,858+51.0% |
| Participation rate | 97.0% | 84.7%+12.3pp | 87.7%+9.2pp | 69.6%+27.3pp |
| Annual return | 18.04% | 22.82%-4.8pp | 48.32%-30.3pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,047 | $4,095-50.0% | $5,918-65.4% | $2,471-17.1% |
| Participant deferral / active EE | $5,237 | $5,956-12.1% | $7,714-32.1% | $3,740+40.0% |
| Admin fee / account holder | $1,613 | $7,243-77.7% | $12,427-87.0% | $5,306-69.6% |