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 | $103,853 | $107,334-3.2% | $92,893+11.8% | $152,861-32.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 29.78% | 145.58%-115.8pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,803 | $4,221-33.6% | $3,653-23.3% | $4,762-41.1% |
| Participant deferral / active EE | $7,953 | $4,845+64.2% | $4,236+87.8% | $5,850+36.0% |
| Admin fee / account holder | $9,914 | $7,079+40.0% | $5,794+71.1% | $11,596-14.5% |