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 6-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 | $81,531 | $106,584-23.5% | $101,326-19.5% | $142,382-42.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 22.01% | 36.93%-14.9pp | 36.82%-14.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $10,809 | $3,956+173.2% | $3,665+194.9% | $4,299+151.4% |
| Participant deferral / active EE | $11,916 | $8,297+43.6% | $7,994+49.1% | $6,507+83.1% |
| Admin fee / account holder | $4,665 | $11,446-59.2% | $11,185-58.3% | $12,624-63.0% |