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 | $89,383 | $86,286+3.6% | $111,297-19.7% | $85,850+4.1% |
| Participation rate | 81.1% | 73.3%+7.8pp | 77.3%+3.8pp | 69.3%+11.8pp |
| Annual return | 14.66% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,617 | $2,043+28.1% | $2,731-4.2% | $2,565+2.0% |
| Participant deferral / active EE | $5,873 | $3,641+61.3% | $4,487+30.9% | $3,952+48.6% |
| Admin fee / account holder | $1,308 | $8,188-84.0% | $7,964-83.6% | $6,260-79.1% |