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 | $71,999 | $106,515-32.4% | $96,683-25.5% | $139,434-48.4% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.60% | 38.43%-19.8pp | 35.69%-17.1pp | 372.94%-354.3pp |
| Employer contribution / active EE | $7,350 | $4,103+79.1% | $3,737+96.7% | $4,751+54.7% |
| Participant deferral / active EE | $18,027 | $5,454+230.5% | $4,878+269.5% | $6,710+168.6% |
| Admin fee / account holder | $5,733 | $7,877-27.2% | $6,730-14.8% | $11,403-49.7% |