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 6-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 | $86,207 | $89,753-4.0% | $107,525-19.8% | $84,808+1.6% |
| Participation rate | 70.0% | 68.1%+1.9pp | 75.1%-5.1pp | 68.3%+1.7pp |
| Annual return | 16.78% | 29.48%-12.7pp | 181.32%-164.5pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,525 | $3,113-18.9% | $3,754-32.7% | $2,631-4.0% |
| Participant deferral / active EE | $6,380 | $4,056+57.3% | $5,116+24.7% | $4,212+51.5% |
| Admin fee / account holder | $3,980 | $7,222-44.9% | $8,919-55.4% | $7,344-45.8% |