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 | $121,906 | $80,717+51.0% | $154,803-21.3% | $84,808+43.7% |
| Participation rate | 86.2% | 66.8%+19.4pp | 78.1%+8.1pp | 68.3%+17.9pp |
| Annual return | 15.43% | 37.96%-22.5pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,000 | $2,761+44.8% | $4,305-7.1% | $2,631+52.0% |
| Participant deferral / active EE | $4,612 | $3,303+39.6% | $5,540-16.8% | $4,212+9.5% |
| Admin fee / account holder | $4,519 | $6,746-33.0% | $14,329-68.5% | $7,344-38.5% |