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 | $116,158 | $43,723+165.7% | $121,196-4.2% | $64,186+81.0% |
| Participation rate | 71.4% | 58.3%+13.1pp | 71.7%-0.3pp | 69.6%+1.9pp |
| Annual return | 8.46% | 68.91%-60.5pp | 16.93%-8.5pp | 7.63%+0.8pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,126 | $2,280+168.7% | $3,344+83.2% | $3,470+76.6% |
| Admin fee / account holder | $3,852 | $3,501+10.0% | $5,019-23.3% | $4,888-21.2% |