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 | $82,893 | $90,503-8.4% | $78,689+5.3% | $273,961-69.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.97% | 75.60%-66.6pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $3,480 | $3,176+9.6% | $2,851+22.1% | $4,869-28.5% |
| Participant deferral / active EE | $6,079 | $3,901+55.8% | $3,517+72.9% | $5,287+15.0% |
| Admin fee / account holder | $1,637 | $5,263-68.9% | $4,510-63.7% | $10,132-83.8% |