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 | $110,024 | $124,425-11.6% | $112,040-1.8% | $137,256-19.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 13.70% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,118 | $3,411-37.9% | $2,954-28.3% | $4,156-49.0% |
| Participant deferral / active EE | $4,086 | $5,718-28.5% | $5,098-19.8% | $6,407-36.2% |
| Admin fee / account holder | $856 | $15,207-94.4% | $12,098-92.9% | $12,270-93.0% |