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 | $85,609 | $80,717+6.1% | $154,803-44.7% | $84,808+0.9% |
| Participation rate | 71.4% | 66.8%+4.6pp | 78.1%-6.6pp | 68.3%+3.1pp |
| Annual return | 19.30% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,765 | $2,761+36.4% | $4,305-12.5% | $2,631+43.1% |
| Participant deferral / active EE | $2,919 | $3,303-11.6% | $5,540-47.3% | $4,212-30.7% |
| Admin fee / account holder | $778 | $6,746-88.5% | $14,329-94.6% | $7,344-89.4% |