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 | $101,200 | $111,754-9.4% | $103,333-2.1% | $145,922-30.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.26% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,292 | $4,212-21.9% | $3,868-14.9% | $4,660-29.4% |
| Participant deferral / active EE | $8,546 | $5,619+52.1% | $5,057+69.0% | $6,688+27.8% |
| Admin fee / account holder | $1,059 | $9,750-89.1% | $8,355-87.3% | $13,397-92.1% |