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 | $116,813 | $109,881+6.3% | $150,045-22.1% | $84,808+37.7% |
| Participation rate | 82.6% | 76.1%+6.5pp | 82.3%+0.3pp | 68.3%+14.3pp |
| Annual return | 15.57% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,187 | $3,561-10.5% | $4,693-32.1% | $2,631+21.1% |
| Participant deferral / active EE | $10,466 | $6,636+57.7% | $7,997+30.9% | $4,212+148.5% |
| Admin fee / account holder | $12,140 | $8,568+41.7% | $13,435-9.6% | $7,344+65.3% |