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 8-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 | $89,097 | $127,065-29.9% | $113,168-21.3% | $142,382-37.4% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 15.35% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,829 | $3,442-46.9% | $2,975-38.5% | $4,299-57.5% |
| Participant deferral / active EE | $3,299 | $5,716-42.3% | $5,107-35.4% | $6,507-49.3% |
| Admin fee / account holder | $2,068 | $15,736-86.9% | $12,068-82.9% | $12,624-83.6% |