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 | $87,423 | $111,754-21.8% | $103,333-15.4% | $145,922-40.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.12% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $9,759 | $4,212+131.7% | $3,868+152.3% | $4,660+109.4% |
| Participant deferral / active EE | $7,102 | $5,619+26.4% | $5,057+40.4% | $6,688+6.2% |
| Admin fee / account holder | $1,276 | $9,750-86.9% | $8,355-84.7% | $13,397-90.5% |