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 6-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 | $104,578 | $114,381-8.6% | $107,525-2.7% | $142,382-26.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 18.87% | 242.71%-223.8pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,409 | $4,015-40.0% | $3,754-35.8% | $4,299-44.0% |
| Participant deferral / active EE | $9,016 | $5,564+62.0% | $5,116+76.3% | $6,507+38.6% |
| Admin fee / account holder | $6,598 | $9,860-33.1% | $8,919-26.0% | $12,624-47.7% |