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 | $93,353 | $133,922-30.3% | $116,228-19.7% | $142,382-34.4% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.6%+19.2pp | 80.1%+13.6pp |
| Annual return | 16.73% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.3pp |
| Employer contribution / active EE | $4,387 | $3,446+27.3% | $2,994+46.5% | $4,299+2.0% |
| Participant deferral / active EE | $11,671 | $5,672+105.8% | $4,953+135.6% | $6,507+79.4% |
| Admin fee / account holder | $14,544 | $14,945-2.7% | $11,989+21.3% | $12,624+15.2% |