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 | $88,828 | $79,944+11.1% | $98,439-9.8% | $75,163+18.2% |
| Participation rate | 73.6% | 70.4%+3.2pp | 75.2%-1.5pp | 67.2%+6.4pp |
| Annual return | 13.06% | 19.75%-6.7pp | 21.16%-8.1pp | 160.62%-147.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,681 | $3,752-1.9% | $4,738-22.3% | $4,125-10.8% |
| Admin fee / account holder | $2,133 | $6,840-68.8% | $8,948-76.2% | $5,651-62.3% |