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 9-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 | $91,472 | $98,750-7.4% | $149,696-38.9% | $79,858+14.5% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.5%-4.7pp | 69.6%+8.1pp |
| Annual return | 18.89% | 27.43%-8.5pp | 276.60%-257.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,260 | $5,680+186.3% | $6,842+137.7% | $3,740+334.8% |
| Admin fee / account holder | $3,469 | $6,053-42.7% | $9,309-62.7% | $5,306-34.6% |