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 5-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 | $118,133 | $109,413+8.0% | $156,263-24.4% | $84,808+39.3% |
| Participation rate | 85.4% | 72.7%+12.7pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 15.28% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,924 | $2,907-33.8% | $4,333-55.6% | $2,631-26.9% |
| Participant deferral / active EE | $7,866 | $4,590+71.4% | $6,158+27.7% | $4,212+86.8% |
| Admin fee / account holder | $18,115 | $9,357+93.6% | $14,255+27.1% | $7,344+146.7% |