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 8-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 | $103,053 | $127,065-18.9% | $113,168-8.9% | $142,382-27.6% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 17.90% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $4,004 | $3,442+16.3% | $2,975+34.6% | $4,299-6.9% |
| Participant deferral / active EE | $10,489 | $5,716+83.5% | $5,107+105.4% | $6,507+61.2% |
| Admin fee / account holder | $9,610 | $15,736-38.9% | $12,068-20.4% | $12,624-23.9% |