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 | $152,770 | $101,724+50.2% | $164,813-7.3% | $80,856+88.9% |
| Participation rate | 78.0% | 71.8%+6.2pp | 78.6%-0.6pp | 67.6%+10.4pp |
| Annual return | 15.51% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,083 | $2,953+38.3% | $4,341-5.9% | $2,755+48.2% |
| Participant deferral / active EE | $8,257 | $4,477+84.4% | $6,031+36.9% | $4,296+92.2% |
| Admin fee / account holder | $1,163 | $8,227-85.9% | $12,690-90.8% | $6,918-83.2% |