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 | $94,642 | $110,261-14.2% | $95,745-1.2% | $139,434-32.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 18.59% | 27.11%-8.5pp | 28.35%-9.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,338 | $3,257+2.5% | $2,835+17.8% | $4,751-29.7% |
| Participant deferral / active EE | $10,337 | $4,676+121.1% | $4,245+143.5% | $6,710+54.0% |
| Admin fee / account holder | $7,359 | $6,613+11.3% | $5,678+29.6% | $11,403-35.5% |