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 | $107,338 | $111,754-4.0% | $103,333+3.9% | $145,922-26.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.60% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $11,762 | $4,212+179.2% | $3,868+204.1% | $4,660+152.4% |
| Participant deferral / active EE | $14,247 | $5,619+153.6% | $5,057+181.7% | $6,688+113.0% |
| Admin fee / account holder | $2,919 | $9,750-70.1% | $8,355-65.1% | $13,397-78.2% |