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 | $101,351 | $49,227+105.9% | $70,449+43.9% | $79,858+26.9% |
| Participation rate | 81.3% | 69.2%+12.1pp | 75.1%+6.2pp | 69.6%+11.6pp |
| Annual return | 7.16% | 30.06%-22.9pp | 109.03%-101.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,639 | $2,768-4.6% | $3,709-28.8% | $3,740-29.4% |
| Admin fee / account holder | $4,682 | $2,878+62.7% | $3,845+21.8% | $5,306-11.8% |