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 | $70,963 | $53,822+31.8% | $75,696-6.3% | $85,850-17.3% |
| Participation rate | 89.8% | 69.1%+20.7pp | 74.8%+15.0pp | 69.3%+20.5pp |
| Annual return | 25.86% | 24.54%+1.3pp | 104.53%-78.7pp | 318.53%-292.7pp |
| Employer contribution / active EE | $2,046 | $2,017+1.5% | $2,743-25.4% | $2,565-20.2% |
| Participant deferral / active EE | $3,430 | $2,895+18.5% | $3,821-10.3% | $3,952-13.2% |
| Admin fee / account holder | $7,319 | $3,343+119.0% | $3,619+102.2% | $6,260+16.9% |