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 | $146,267+60.5% | $197,124+19.1% | $82,448+184.7% |
| Participation rate | 77.4% | 84.0%-6.6pp | 86.7%-9.3pp | 68.1%+9.4pp |
| Annual return | 14.68% | 29.61%-14.9pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,976 | $4,723-15.8% | $6,227-36.1% | $2,551+55.9% |
| Participant deferral / active EE | $11,671 | $7,035+65.9% | $9,135+27.8% | $4,139+182.0% |
| Admin fee / account holder | $768 | $14,422-94.7% | $16,298-95.3% | $7,234-89.4% |