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 9-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 | $125,801 | $107,334+17.2% | $92,893+35.4% | $152,861-17.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 20.86% | 145.58%-124.7pp | 109.41%-88.6pp | 345.32%-324.5pp |
| Employer contribution / active EE | $2,322 | $4,221-45.0% | $3,653-36.4% | $4,762-51.2% |
| Participant deferral / active EE | $8,391 | $4,845+73.2% | $4,236+98.1% | $5,850+43.4% |
| Admin fee / account holder | $2,484 | $7,079-64.9% | $5,794-57.1% | $11,596-78.6% |