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 | $98,666 | $79,944+23.4% | $98,439+0.2% | $75,163+31.3% |
| Participation rate | 70.0% | 70.4%-0.4pp | 75.2%-5.2pp | 67.2%+2.8pp |
| Annual return | 16.21% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,000 | $2,264-11.6% | $3,048-34.4% | $2,670-25.1% |
| Participant deferral / active EE | $7,002 | $3,752+86.6% | $4,738+47.8% | $4,125+69.7% |
| Admin fee / account holder | $8,945 | $6,840+30.8% | $8,9480% | $5,651+58.3% |