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 | $77,105 | $77,419-0.4% | $69,455+11.0% | $152,861-49.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.64% | 39.06%-13.4pp | 28.97%-3.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $5,189 | $3,315+56.5% | $2,779+86.7% | $4,762+9.0% |
| Participant deferral / active EE | $5,162 | $4,414+17.0% | $3,535+46.0% | $5,850-11.8% |
| Admin fee / account holder | $1,281 | $6,207-79.4% | $3,839-66.6% | $11,596-89.0% |