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 | $116,074 | $98,750+17.5% | $149,696-22.5% | $79,858+45.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 39.27% | 27.43%+11.8pp | 276.60%-237.3pp | 31.71%+7.6pp |
| Employer contribution / active EE | $3,890 | $3,216+20.9% | $4,644-16.2% | $2,471+57.4% |
| Participant deferral / active EE | $9,388 | $5,680+65.3% | $6,842+37.2% | $3,740+151.0% |
| Admin fee / account holder | $3,324 | $6,053-45.1% | $9,309-64.3% | $5,306-37.4% |