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 9-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 | $97,070 | $100,923-3.8% | $150,045-35.3% | $74,304+30.6% |
| Participation rate | 93.2% | 70.1%+23.2pp | 82.3%+10.9pp | 60.3%+32.9pp |
| Annual return | 18.41% | 51.77%-33.4pp | 62.55%-44.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $4,041 | $3,463+16.7% | $4,693-13.9% | $2,241+80.3% |
| Participant deferral / active EE | $9,470 | $6,709+41.1% | $7,997+18.4% | $3,767+151.4% |
| Admin fee / account holder | $1,792 | $2,767-35.2% | $13,435-86.7% | $2,969-39.6% |