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 | $96,811 | $91,019+6.4% | $392,568-75.3% | $72,985+32.6% |
| Participation rate | 76.0% | 74.4%+1.6pp | 78.1%-2.1pp | 69.5%+6.5pp |
| Annual return | 20.24% | 20.00%+0.2pp | 24.42%-4.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,216 | $2,751-19.4% | $3,783-41.4% | $2,440-9.2% |
| Participant deferral / active EE | $4,272 | $4,570-6.5% | $5,985-28.6% | $3,607+18.4% |
| Admin fee / account holder | $22,702 | $4,895+363.8% | $6,260+262.7% | $5,124+343.0% |