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 | $118,094 | $102,382+15.3% | $147,005-19.7% | $80,874+46.0% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 15.84% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,986 | $3,715-19.6% | $4,934-39.5% | $2,756+8.3% |
| Participant deferral / active EE | $11,756 | $6,646+76.9% | $8,070+45.7% | $4,297+173.6% |
| Admin fee / account holder | $7,680 | $7,942-3.3% | $13,006-40.9% | $6,935+10.7% |