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 8-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 | $133,047 | $71,050+87.3% | $93,606+42.1% | $80,856+64.5% |
| Participation rate | 96.2% | 60.4%+35.7pp | 68.7%+27.4pp | 67.6%+28.5pp |
| Annual return | 19.09% | 11.26%+7.8pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $2,811 | $1,564+79.8% | $2,420+16.2% | $2,755+2.0% |
| Participant deferral / active EE | $7,884 | $4,034+95.4% | $4,411+78.7% | $4,296+83.5% |
| Admin fee / account holder | $1,280 | $6,945-81.6% | $8,285-84.5% | $6,918-81.5% |