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 | $112,228 | $109,881+2.1% | $150,045-25.2% | $84,808+32.3% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 22.06% | 28.25%-6.2pp | 62.55%-40.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $8,053 | $3,561+126.1% | $4,693+71.6% | $2,631+206.1% |
| Participant deferral / active EE | $16,074 | $6,636+142.2% | $7,997+101.0% | $4,212+281.7% |
| Admin fee / account holder | $7,520 | $8,568-12.2% | $13,435-44.0% | $7,344+2.4% |