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 | $64,148 | $106,749-39.9% | $145,433-55.9% | $82,448-22.2% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 14.68% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,102 | $3,444-39.0% | $4,554-53.8% | $2,551-17.6% |
| Participant deferral / active EE | $6,617 | $6,519+1.5% | $7,897-16.2% | $4,139+59.9% |
| Admin fee / account holder | $7,624 | $8,390-9.1% | $13,129-41.9% | $7,234+5.4% |