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 | $149,359 | $123,793+20.7% | $177,821-16.0% | $79,858+87.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 12.79% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $3,716 | $4,095-9.3% | $5,918-37.2% | $2,471+50.4% |
| Participant deferral / active EE | $9,781 | $5,956+64.2% | $7,714+26.8% | $3,740+161.5% |
| Admin fee / account holder | $9,700 | $7,243+33.9% | $12,427-21.9% | $5,306+82.8% |