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 | $151,973 | $138,347+9.8% | $184,203-17.5% | $80,856+88.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 86.8%-6.8pp | 67.6%+12.4pp |
| Annual return | 17.18% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,010 | $4,850-58.6% | $6,427-68.7% | $2,755-27.1% |
| Participant deferral / active EE | $5,967 | $7,071-15.6% | $9,131-34.7% | $4,296+38.9% |
| Admin fee / account holder | $1,404 | $10,483-86.6% | $13,901-89.9% | $6,918-79.7% |