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 7-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 | $122,427 | $125,758-2.6% | $169,993-28.0% | $75,163+62.9% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 15.04% | 27.20%-12.2pp | 53.37%-38.3pp | 160.62%-145.6pp |
| Employer contribution / active EE | $5,253 | $4,615+13.8% | $6,785-22.6% | $2,670+96.7% |
| Participant deferral / active EE | $11,794 | $6,837+72.5% | $10,408+13.3% | $4,125+185.9% |
| Admin fee / account holder | $9,212 | $8,173+12.7% | $12,815-28.1% | $5,651+63.0% |