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 6-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 | $133,337 | $93,571+42.5% | $135,903-1.9% | $75,163+77.4% |
| Participation rate | 91.0% | 75.2%+15.9pp | 81.9%+9.1pp | 67.2%+23.9pp |
| Annual return | 16.09% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,971 | $6,404+71.3% | $7,758+41.4% | $4,125+165.9% |
| Admin fee / account holder | $4,991 | $6,975-28.5% | $10,762-53.6% | $5,651-11.7% |