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 | $154,675 | $110,257+40.3% | $96,544+60.2% | $139,434+10.9% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 14.71% | 26.32%-11.6pp | 25.84%-11.1pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,967 | $3,620-45.6% | $2,965-33.6% | $4,751-58.6% |
| Participant deferral / active EE | $3,848 | $5,548-30.6% | $4,851-20.7% | $6,710-42.7% |
| Admin fee / account holder | $3,073 | $11,591-73.5% | $8,252-62.8% | $11,403-73.0% |