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 | $136,057 | $80,717+68.6% | $154,803-12.1% | $84,808+60.4% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.6pp | 68.3%+5.2pp |
| Annual return | 14.48% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,316 | $2,761-16.1% | $4,305-46.2% | $2,631-12.0% |
| Participant deferral / active EE | $8,318 | $3,303+151.8% | $5,540+50.1% | $4,212+97.5% |
| Admin fee / account holder | $19,521 | $6,746+189.4% | $14,329+36.2% | $7,344+165.8% |