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 | $135,037 | $98,750+36.7% | $149,696-9.8% | $79,858+69.1% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.5%+12.5pp | 69.6%+25.4pp |
| Annual return | 17.05% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $3,227 | $3,216+0.3% | $4,644-30.5% | $2,471+30.6% |
| Participant deferral / active EE | $8,059 | $5,680+41.9% | $6,842+17.8% | $3,740+115.5% |
| Admin fee / account holder | $2,993 | $6,053-50.5% | $9,309-67.8% | $5,306-43.6% |