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 | $107,728 | $101,724+5.9% | $164,813-34.6% | $80,856+33.2% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.6pp | 67.6%+28.5pp |
| Annual return | 13.25% | 16.72%-3.5pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,820 | $2,953-38.4% | $4,341-58.1% | $2,755-33.9% |
| Participant deferral / active EE | $6,473 | $4,477+44.6% | $6,031+7.3% | $4,296+50.7% |
| Admin fee / account holder | $1,051 | $8,227-87.2% | $12,690-91.7% | $6,918-84.8% |