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 | $69,216 | $78,672-12.0% | $109,143-36.6% | $85,850-19.4% |
| Participation rate | 89.1% | 68.3%+20.8pp | 75.9%+13.2pp | 69.3%+19.8pp |
| Annual return | 16.26% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,379 | $2,735-13.0% | $3,722-36.1% | $2,565-7.3% |
| Participant deferral / active EE | $4,317 | $3,467+24.5% | $4,653-7.2% | $3,952+9.2% |
| Admin fee / account holder | $8,972 | $5,469+64.1% | $6,752+32.9% | $6,260+43.3% |