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 | $107,292 | $124,425-13.8% | $112,040-4.2% | $137,256-21.8% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 18.48% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.9pp |
| Employer contribution / active EE | $7,197 | $3,411+111.0% | $2,954+143.6% | $4,156+73.2% |
| Participant deferral / active EE | $12,351 | $5,718+116.0% | $5,098+142.3% | $6,407+92.8% |
| Admin fee / account holder | $3,015 | $15,207-80.2% | $12,098-75.1% | $12,270-75.4% |