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 | $89,104 | $127,065-29.9% | $113,168-21.3% | $142,382-37.4% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 13.50% | 24.03%-10.5pp | 24.27%-10.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,189 | $3,442+108.9% | $2,975+141.6% | $4,299+67.2% |
| Participant deferral / active EE | $10,244 | $5,716+79.2% | $5,107+100.6% | $6,507+57.4% |
| Admin fee / account holder | $3,107 | $15,736-80.3% | $12,068-74.3% | $12,624-75.4% |