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 | $104,324 | $102,317+2.0% | $146,958-29.0% | $80,856+29.0% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 16.73% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.9pp |
| Employer contribution / active EE | $2,412 | $3,713-35.0% | $4,933-51.1% | $2,755-12.4% |
| Participant deferral / active EE | $10,957 | $6,644+64.9% | $8,070+35.8% | $4,296+155.1% |
| Admin fee / account holder | $12,336 | $7,941+55.3% | $12,998-5.1% | $6,918+78.3% |