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 | $92,766 | $107,452-13.7% | $91,541+1.3% | $142,382-34.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 14.12% | 22.06%-7.9pp | 20.50%-6.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $5,290 | $2,994+76.7% | $2,505+111.2% | $4,299+23.1% |
| Participant deferral / active EE | $8,434 | $4,754+77.4% | $4,008+110.4% | $6,507+29.6% |
| Admin fee / account holder | $25,209 | $8,834+185.4% | $6,956+262.4% | $12,624+99.7% |