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 | $123,406 | $125,758-1.9% | $169,993-27.4% | $75,163+64.2% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.0%+4.4pp | 67.2%+24.2pp |
| Annual return | 24.46% | 27.20%-2.7pp | 53.37%-28.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $2,255 | $4,615-51.1% | $6,785-66.8% | $2,670-15.5% |
| Participant deferral / active EE | $6,219 | $6,837-9.0% | $10,408-40.2% | $4,125+50.8% |
| Admin fee / account holder | $2,116 | $8,173-74.1% | $12,815-83.5% | $5,651-62.6% |