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 | $75,523 | $80,968-6.7% | $96,544-21.8% | $75,163+0.5% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 18.64% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $3,489 | $2,282+52.9% | $2,965+17.7% | $2,670+30.7% |
| Participant deferral / active EE | $6,966 | $3,928+77.3% | $4,851+43.6% | $4,125+68.9% |
| Admin fee / account holder | $3,310 | $6,724-50.8% | $8,252-59.9% | $5,651-41.4% |