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 | $104,823 | $125,758-16.6% | $169,993-38.3% | $75,163+39.5% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.0%+11.1pp | 67.2%+30.9pp |
| Annual return | 23.92% | 27.20%-3.3pp | 53.37%-29.4pp | 160.62%-136.7pp |
| Employer contribution / active EE | $5,145 | $4,615+11.5% | $6,785-24.2% | $2,670+92.7% |
| Participant deferral / active EE | $8,031 | $6,837+17.5% | $10,408-22.8% | $4,125+94.7% |
| Admin fee / account holder | $6,095 | $8,173-25.4% | $12,815-52.4% | $5,651+7.9% |