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 | $94,044 | $102,317-8.1% | $146,958-36.0% | $80,856+16.3% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 12.14% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,382 | $3,713-8.9% | $4,933-31.4% | $2,755+22.7% |
| Participant deferral / active EE | $10,179 | $6,644+53.2% | $8,070+26.1% | $4,296+137.0% |
| Admin fee / account holder | $1,706 | $7,941-78.5% | $12,998-86.9% | $6,918-75.3% |