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 | $133,544 | $197,591-32.4% | $177,821-24.9% | $158,922-16.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 19.70% | 58.76%-39.1pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $9,356 | $6,697+39.7% | $5,918+58.1% | $4,761+96.5% |
| Participant deferral / active EE | $14,037 | $8,405+67.0% | $7,714+82.0% | $5,982+134.7% |
| Admin fee / account holder | $8,761 | $15,399-43.1% | $12,427-29.5% | $11,246-22.1% |