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 | $105,583 | $114,381-7.7% | $107,525-1.8% | $142,382-25.8% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 16.24% | 242.71%-226.5pp | 181.32%-165.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $3,250 | $4,015-19.0% | $3,754-13.4% | $4,299-24.4% |
| Participant deferral / active EE | $8,837 | $5,564+58.8% | $5,116+72.7% | $6,507+35.8% |
| Admin fee / account holder | $10,310 | $9,860+4.6% | $8,919+15.6% | $12,624-18.3% |