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 | $104,954 | $125,758-16.5% | $169,993-38.3% | $75,163+39.6% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.0%+0.2pp | 67.2%+20.0pp |
| Annual return | 26.29% | 27.20%-0.9pp | 53.37%-27.1pp | 160.62%-134.3pp |
| Employer contribution / active EE | $6,781 | $4,615+46.9% | $6,785-0.1% | $2,670+154.0% |
| Participant deferral / active EE | $10,763 | $6,837+57.4% | $10,408+3.4% | $4,125+160.9% |
| Admin fee / account holder | $4,484 | $8,173-45.1% | $12,815-65.0% | $5,651-20.6% |