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 | $107,795 | $100,773+7.0% | $88,946+21.2% | $142,382-24.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.09% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,642 | $2,918-9.5% | $2,555+3.4% | $4,299-38.5% |
| Participant deferral / active EE | $8,775 | $5,230+67.8% | $4,581+91.5% | $6,507+34.9% |
| Admin fee / account holder | $16,030 | $9,693+65.4% | $8,261+94.0% | $12,624+27.0% |