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 7-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 | $88,910 | $88,672+0.3% | $105,223-15.5% | $82,448+7.8% |
| Participation rate | 97.1% | 67.9%+29.1pp | 75.0%+22.0pp | 68.1%+29.0pp |
| Annual return | 20.82% | 30.86%-10.0pp | 180.65%-159.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $5,359 | $3,048+75.8% | $3,689+45.3% | $2,551+110.1% |
| Participant deferral / active EE | $9,974 | $4,036+147.1% | $5,072+96.7% | $4,139+140.9% |
| Admin fee / account holder | $2,429 | $7,146-66.0% | $8,859-72.6% | $7,234-66.4% |