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 | $214,750 | $95,803+124.2% | $113,168+89.8% | $84,808+153.2% |
| Participation rate | 98.3% | 72.9%+25.4pp | 76.6%+21.7pp | 68.3%+30.0pp |
| Annual return | 14.04% | 25.00%-11.0pp | 24.27%-10.2pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,587 | $2,360-32.8% | $2,975-46.7% | $2,631-39.7% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $5,107-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,461 | $8,989-83.7% | $12,068-87.9% | $7,344-80.1% |