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 8-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 | $66,744 | $76,367-12.6% | $93,606-28.7% | $72,985-8.6% |
| Participation rate | 82.2% | 71.7%+10.5pp | 75.8%+6.4pp | 69.5%+12.7pp |
| Annual return | 19.37% | 25.82%-6.4pp | 32.76%-13.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,574 | $2,275+13.1% | $2,718-5.3% | $2,440+5.5% |
| Participant deferral / active EE | $4,358 | $3,538+23.2% | $4,069+7.1% | $3,607+20.8% |
| Admin fee / account holder | $10,664 | $6,838+55.9% | $7,888+35.2% | $5,124+108.1% |