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 | $84,936 | $89,698-5.3% | $103,476-17.9% | $80,856+5.0% |
| Participation rate | 76.5% | 76.0%+0.5pp | 80.5%-4.0pp | 67.6%+8.8pp |
| Annual return | 15.83% | 22.78%-6.9pp | 23.90%-8.1pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,170 | $4,018+28.7% | $4,672+10.7% | $2,755+87.7% |
| Participant deferral / active EE | $8,339 | $5,456+52.8% | $6,623+25.9% | $4,296+94.1% |
| Admin fee / account holder | $24,875 | $6,768+267.5% | $9,413+164.3% | $6,918+259.6% |