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 | $92,213 | $104,974-12.2% | $95,585-3.5% | $142,382-35.2% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 16.36% | 210.33%-194.0pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,396 | $2,779-13.8% | $2,527-5.2% | $4,299-44.3% |
| Participant deferral / active EE | $5,144 | $4,352+18.2% | $4,023+27.9% | $6,507-21.0% |
| Admin fee / account holder | $19,568 | $6,386+206.4% | $6,127+219.3% | $12,624+55.0% |