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 | $151,194 | $57,828+161.5% | $117,039+29.2% | $70,131+115.6% |
| Participation rate | 77.8% | 67.1%+10.7pp | 77.2%+0.6pp | 69.5%+8.2pp |
| Annual return | 14.87% | 17.55%-2.7pp | 18.95%-4.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,649 | $1,816-9.2% | $3,785-56.4% | $2,342-29.6% |
| Participant deferral / active EE | $5,004 | $2,438+105.3% | $3,929+27.4% | $3,332+50.2% |
| Admin fee / account holder | $1,165 | $3,548-67.2% | $5,974-80.5% | $4,645-74.9% |