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 9-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 | $219,374 | $76,367+187.3% | $93,606+134.4% | $72,985+200.6% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.5%+21.4pp |
| Annual return | 25.08% | 25.82%-0.7pp | 32.76%-7.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,689 | $3,538+117.3% | $4,069+89.0% | $3,607+113.2% |
| Admin fee / account holder | $3,480 | $6,838-49.1% | $7,888-55.9% | $5,124-32.1% |