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 6-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 | $103,185 | $127,777-19.2% | $106,548-3.2% | $167,490-38.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 8.95% | 33.87%-24.9pp | 26.80%-17.9pp | 478.56%-469.6pp |
| Employer contribution / active EE | $3,523 | $3,427+2.8% | $2,819+25.0% | $4,837-27.2% |
| Participant deferral / active EE | $7,129 | $5,087+40.1% | $4,398+62.1% | $6,341+12.4% |
| Admin fee / account holder | $536 | $11,228-95.2% | $7,407-92.8% | $12,309-95.6% |