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 7-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 | $100,911 | $127,065-20.6% | $113,168-10.8% | $142,382-29.1% |
| Participation rate | 86.4% | 79.2%+7.2pp | 76.6%+9.8pp | 80.1%+6.2pp |
| Annual return | 20.21% | 24.03%-3.8pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,793 | $3,442+39.2% | $2,975+61.1% | $4,299+11.5% |
| Participant deferral / active EE | $8,587 | $5,716+50.2% | $5,107+68.1% | $6,507+32.0% |
| Admin fee / account holder | $1,530 | $15,736-90.3% | $12,068-87.3% | $12,624-87.9% |