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 | $88,360 | $117,983-25.1% | $101,794-13.2% | $142,382-37.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 20.02% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,304 | $2,773+55.2% | $2,289+88.0% | $4,299+0.1% |
| Participant deferral / active EE | $10,134 | $4,714+115.0% | $4,084+148.1% | $6,507+55.7% |
| Admin fee / account holder | $3,460 | $10,433-66.8% | $8,777-60.6% | $12,624-72.6% |