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 | $82,294 | $87,733-6.2% | $106,548-22.8% | $85,850-4.1% |
| Participation rate | 81.8% | 71.9%+9.9pp | 76.1%+5.7pp | 69.3%+12.5pp |
| Annual return | 27.00% | 21.86%+5.1pp | 26.80%+0.2pp | 318.53%-291.5pp |
| Employer contribution / active EE | $2,880 | $2,073+39.0% | $2,819+2.2% | $2,565+12.3% |
| Participant deferral / active EE | $4,010 | $3,469+15.6% | $4,398-8.8% | $3,952+1.5% |
| Admin fee / account holder | $31,082 | $6,767+359.3% | $7,407+319.6% | $6,260+396.5% |