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 9-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 | $84,608 | $95,266-11.2% | $82,389+2.7% | $142,382-40.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 11.32% | 25.74%-14.4pp | 28.67%-17.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $858 | $2,991-71.3% | $2,517-65.9% | $4,299-80.1% |
| Participant deferral / active EE | $3,761 | $4,809-21.8% | $4,155-9.5% | $6,507-42.2% |
| Admin fee / account holder | $17,925 | $8,563+109.3% | $7,231+147.9% | $12,624+42.0% |