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 | $90,808 | $133,922-32.2% | $116,228-21.9% | $142,382-36.2% |
| Participation rate | 88.2% | 77.9%+10.4pp | 74.6%+13.7pp | 80.1%+8.1pp |
| Annual return | 17.08% | 147.76%-130.7pp | 90.06%-73.0pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,976 | $3,446+44.4% | $2,994+66.2% | $4,299+15.8% |
| Participant deferral / active EE | $4,607 | $5,672-18.8% | $4,953-7.0% | $6,507-29.2% |
| Admin fee / account holder | $1,063 | $14,945-92.9% | $11,989-91.1% | $12,624-91.6% |