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 | $115,616 | $109,881+5.2% | $150,045-22.9% | $84,808+36.3% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.7pp | 68.3%+28.7pp |
| Annual return | 19.89% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $4,924 | $3,561+38.3% | $4,693+4.9% | $2,631+87.1% |
| Participant deferral / active EE | $14,552 | $6,636+119.3% | $7,997+82.0% | $4,212+245.5% |
| Admin fee / account holder | $1,981 | $8,568-76.9% | $13,435-85.3% | $7,344-73.0% |