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 | $114,784 | $101,724+12.8% | $164,813-30.4% | $80,856+42.0% |
| Participation rate | 78.7% | 71.8%+6.9pp | 78.6%+0.1pp | 67.6%+11.1pp |
| Annual return | 11.99% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,252 | $2,953+10.1% | $4,341-25.1% | $2,755+18.1% |
| Participant deferral / active EE | $9,231 | $4,477+106.2% | $6,031+53.1% | $4,296+114.9% |
| Admin fee / account holder | $4,890 | $8,227-40.6% | $12,690-61.5% | $6,918-29.3% |