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 7-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 | $95,814 | $93,571+2.4% | $135,903-29.5% | $75,163+27.5% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 19.16% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,913 | $3,537-17.6% | $4,856-40.0% | $2,670+9.1% |
| Participant deferral / active EE | $7,391 | $6,404+15.4% | $7,758-4.7% | $4,125+79.2% |
| Admin fee / account holder | $903 | $6,975-87.0% | $10,762-91.6% | $5,651-84.0% |