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 | $102,802 | $101,724+1.1% | $164,813-37.6% | $80,856+27.1% |
| Participation rate | 86.8% | 71.8%+14.9pp | 78.6%+8.2pp | 67.6%+19.1pp |
| Annual return | 16.61% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,011 | $2,953-31.9% | $4,341-53.7% | $2,755-27.0% |
| Participant deferral / active EE | $3,327 | $4,477-25.7% | $6,031-44.8% | $4,296-22.5% |
| Admin fee / account holder | $1,040 | $8,227-87.4% | $12,690-91.8% | $6,918-85.0% |