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 | $143,053 | $117,841+21.4% | $102,423+39.7% | $145,922-2.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 11.81% | 31.65%-19.8pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,124 | $3,615-41.3% | $3,023-29.8% | $4,660-54.4% |
| Participant deferral / active EE | $6,171 | $5,731+7.7% | $5,053+22.1% | $6,688-7.7% |
| Admin fee / account holder | $16,767 | $13,326+25.8% | $9,451+77.4% | $13,397+25.2% |