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 | $101,799 | $109,881-7.4% | $150,045-32.2% | $84,808+20.0% |
| Participation rate | 90.0% | 76.1%+13.9pp | 82.3%+7.7pp | 68.3%+21.7pp |
| Annual return | 16.03% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,164 | $3,561+45.0% | $4,693+10.0% | $2,631+96.3% |
| Participant deferral / active EE | $10,791 | $6,636+62.6% | $7,997+34.9% | $4,212+156.2% |
| Admin fee / account holder | $11,068 | $8,568+29.2% | $13,435-17.6% | $7,344+50.7% |