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 | $108,294 | $86,286+25.5% | $111,297-2.7% | $85,850+26.1% |
| Participation rate | 90.4% | 73.3%+17.1pp | 77.3%+13.1pp | 69.3%+21.1pp |
| Annual return | 16.11% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,726 | $2,043-15.5% | $2,731-36.8% | $2,565-32.7% |
| Participant deferral / active EE | $8,135 | $3,641+123.5% | $4,487+81.3% | $3,952+105.9% |
| Admin fee / account holder | $19,051 | $8,188+132.7% | $7,964+139.2% | $6,260+204.3% |