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 | $110,777 | $102,605+8.0% | $145,661-23.9% | $84,808+30.6% |
| Participation rate | 76.7% | 74.3%+2.4pp | 77.2%-0.6pp | 68.3%+8.4pp |
| Annual return | 20.32% | 26.50%-6.2pp | 101.46%-81.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $4,661 | $3,325+40.2% | $4,238+10.0% | $2,631+77.1% |
| Participant deferral / active EE | $11,993 | $5,750+108.6% | $7,198+66.6% | $4,212+184.8% |
| Admin fee / account holder | $11,160 | $8,758+27.4% | $12,466-10.5% | $7,344+52.0% |