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 | $91,131 | $111,754-18.5% | $103,333-11.8% | $145,922-37.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 12.02% | 24.77%-12.8pp | 24.88%-12.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,714 | $4,212-35.6% | $3,868-29.8% | $4,660-41.7% |
| Participant deferral / active EE | $6,754 | $5,619+20.2% | $5,057+33.5% | $6,688+1.0% |
| Admin fee / account holder | $3,239 | $9,750-66.8% | $8,355-61.2% | $13,397-75.8% |