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 | $120,197 | $109,881+9.4% | $150,045-19.9% | $84,808+41.7% |
| Participation rate | 72.4% | 76.1%-3.7pp | 82.3%-9.9pp | 68.3%+4.1pp |
| Annual return | 16.44% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,474 | $3,561-30.5% | $4,693-47.3% | $2,631-6.0% |
| Participant deferral / active EE | $9,921 | $6,636+49.5% | $7,997+24.1% | $4,212+135.6% |
| Admin fee / account holder | $22,966 | $8,568+168.0% | $13,435+70.9% | $7,344+212.7% |