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 6-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 | $103,439 | $201,259-48.6% | $184,200-43.8% | $145,959-29.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 11.02% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $4,787 | $7,018-31.8% | $6,424-25.5% | $4,661+2.7% |
| Participant deferral / active EE | $8,442 | $9,806-13.9% | $9,132-7.6% | $6,689+26.2% |
| Admin fee / account holder | $25,543 | $16,372+56.0% | $13,907+83.7% | $13,398+90.6% |