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 | $85,138 | $109,413-22.2% | $156,263-45.5% | $84,808+0.4% |
| Participation rate | 70.2% | 72.7%-2.5pp | 78.9%-8.7pp | 68.3%+1.9pp |
| Annual return | 22.59% | 20.18%+2.4pp | 59.47%-36.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $5,377 | $2,907+85.0% | $4,333+24.1% | $2,631+104.4% |
| Participant deferral / active EE | $11,891 | $4,590+159.1% | $6,158+93.1% | $4,212+182.3% |
| Admin fee / account holder | $25,208 | $9,357+169.4% | $14,255+76.8% | $7,344+243.3% |