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 | $136,180 | $72,277+88.4% | $101,248+34.5% | $79,858+70.5% |
| Participation rate | 73.2% | 68.5%+4.8pp | 75.8%-2.6pp | 69.6%+3.6pp |
| Annual return | 22.00% | 22.30%-0.3pp | 46.47%-24.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $3,569 | $2,692+32.6% | $3,660-2.5% | $2,471+44.4% |
| Participant deferral / active EE | $10,415 | $3,282+217.4% | $4,370+138.3% | $3,740+178.5% |
| Admin fee / account holder | $5,671 | $4,400+28.9% | $5,945-4.6% | $5,306+6.9% |