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 6-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 | $77,395 | $88,634-12.7% | $101,326-23.6% | $74,304+4.2% |
| Participation rate | 98.3% | 76.9%+21.4pp | 81.5%+16.8pp | 60.3%+37.9pp |
| Annual return | 18.39% | 33.10%-14.7pp | 36.82%-18.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $3,627 | $2,930+23.8% | $3,665-1.0% | $2,241+61.8% |
| Participant deferral / active EE | $8,988 | $7,322+22.8% | $7,994+12.4% | $3,767+138.6% |
| Admin fee / account holder | $1,559 | $2,425-35.7% | $11,185-86.1% | $2,969-47.5% |