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 | $99,932 | $106,749-6.4% | $145,433-31.3% | $82,448+21.2% |
| Participation rate | 92.5% | 75.6%+16.9pp | 82.1%+10.4pp | 68.1%+24.4pp |
| Annual return | 15.19% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,839 | $3,444+11.5% | $4,554-15.7% | $2,551+50.5% |
| Participant deferral / active EE | $12,342 | $6,519+89.3% | $7,897+56.3% | $4,139+198.2% |
| Admin fee / account holder | $21,729 | $8,390+159.0% | $13,129+65.5% | $7,234+200.4% |