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 | $120,261 | $101,724+18.2% | $164,813-27.0% | $80,856+48.7% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.6%+14.2pp |
| Annual return | 12.66% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,579 | $2,953+55.0% | $4,341+5.5% | $2,755+66.2% |
| Participant deferral / active EE | $5,664 | $4,477+26.5% | $6,031-6.1% | $4,296+31.8% |
| Admin fee / account holder | $16,530 | $8,227+100.9% | $12,690+30.3% | $6,918+138.9% |