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 | $69,019 | $87,013-20.7% | $106,213-35.0% | $80,856-14.6% |
| Participation rate | 71.0% | 70.4%+0.6pp | 75.3%-4.3pp | 67.6%+3.4pp |
| Annual return | 15.91% | 17.05%-1.1pp | 116.14%-100.2pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,785 | $2,395+99.8% | $3,171+50.9% | $2,755+73.7% |
| Participant deferral / active EE | $7,390 | $3,986+85.4% | $5,016+47.3% | $4,296+72.0% |
| Admin fee / account holder | $6,349 | $8,431-24.7% | $11,033-42.5% | $6,918-8.2% |