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 | $88,233 | $82,978+6.3% | $129,995-32.1% | $71,457+23.5% |
| Participation rate | 84.6% | 74.1%+10.5pp | 78.5%+6.1pp | 67.9%+16.7pp |
| Annual return | 17.84% | 20.60%-2.8pp | -137.18%+155.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $3,484 | $2,622+32.9% | $4,320-19.4% | $2,588+34.6% |
| Participant deferral / active EE | $8,271 | $4,432+86.6% | $5,820+42.1% | $4,289+92.9% |
| Admin fee / account holder | $10,782 | $1,729+523.6% | $10,614+1.6% | $1,587+579.2% |