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 | $88,817 | $133,922-33.7% | $116,228-23.6% | $142,382-37.6% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.6%+14.9pp | 80.1%+9.4pp |
| Annual return | 11.89% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,227 | $3,446-35.4% | $2,994-25.6% | $4,299-48.2% |
| Participant deferral / active EE | $4,395 | $5,672-22.5% | $4,953-11.3% | $6,507-32.5% |
| Admin fee / account holder | $8,142 | $14,945-45.5% | $11,989-32.1% | $12,624-35.5% |