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 | $142,597 | $138,347+3.1% | $184,203-22.6% | $80,856+76.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 86.8%+4.8pp | 67.6%+24.0pp |
| Annual return | 19.10% | 20.02%-0.9pp | 28.81%-9.7pp | 35.59%-16.5pp |
| Employer contribution / active EE | $7,512 | $4,850+54.9% | $6,427+16.9% | $2,755+172.7% |
| Participant deferral / active EE | $12,793 | $7,071+80.9% | $9,131+40.1% | $4,296+197.8% |
| Admin fee / account holder | $3,300 | $10,483-68.5% | $13,901-76.3% | $6,918-52.3% |