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 6-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 | $122,046 | $109,982+11.0% | $97,226+25.5% | $145,922-16.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 23.36% | 242.90%-219.5pp | 75.13%-51.8pp | 561.29%-537.9pp |
| Employer contribution / active EE | $5,020 | $3,084+62.8% | $2,729+84.0% | $4,660+7.7% |
| Participant deferral / active EE | $8,775 | $4,676+87.7% | $4,264+105.8% | $6,688+31.2% |
| Admin fee / account holder | $4,138 | $6,221-33.5% | $5,654-26.8% | $13,397-69.1% |