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 | $102,202 | $95,971+6.5% | $74,550+37.1% | $135,375-24.5% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 13.11% | 56.96%-43.9pp | 32.53%-19.4pp | 519.73%-506.6pp |
| Employer contribution / active EE | $1,474 | $2,716-45.7% | $1,961-24.8% | $4,779-69.1% |
| Participant deferral / active EE | $3,232 | $3,843-15.9% | $3,108+4.0% | $5,609-42.4% |
| Admin fee / account holder | $562 | $6,522-91.4% | $5,060-88.9% | $10,827-94.8% |