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 | $104,937 | $127,065-17.4% | $113,168-7.3% | $142,382-26.3% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 22.51% | 24.03%-1.5pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $2,850 | $3,442-17.2% | $2,975-4.2% | $4,299-33.7% |
| Participant deferral / active EE | $8,082 | $5,716+41.4% | $5,107+58.3% | $6,507+24.2% |
| Admin fee / account holder | $1,418 | $15,736-91.0% | $12,068-88.2% | $12,624-88.8% |