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 | $234,726 | $148,978+57.6% | $200,582+17.0% | $84,808+176.8% |
| Participation rate | 77.4% | 84.2%-6.8pp | 86.9%-9.5pp | 68.3%+9.1pp |
| Annual return | 14.68% | 28.16%-13.5pp | 42.33%-27.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,976 | $4,815-17.4% | $6,419-38.0% | $2,631+51.1% |
| Participant deferral / active EE | $11,671 | $7,142+63.4% | $9,331+25.1% | $4,212+177.1% |
| Admin fee / account holder | $768 | $13,977-94.5% | $16,305-95.3% | $7,344-89.5% |