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 | $91,330 | $110,257-17.2% | $96,544-5.4% | $139,434-34.5% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.2pp |
| Annual return | 11.49% | 26.32%-14.8pp | 25.84%-14.4pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,283 | $3,620-36.9% | $2,965-23.0% | $4,751-52.0% |
| Participant deferral / active EE | $3,962 | $5,548-28.6% | $4,851-18.3% | $6,710-41.0% |
| Admin fee / account holder | $4,339 | $11,591-62.6% | $8,252-47.4% | $11,403-62.0% |