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 | $103,238 | $114,047-9.5% | $96,139+7.4% | $167,490-38.4% |
| Participation rate | 86.4% | 75.1%+11.3pp | 68.4%+17.9pp | 82.1%+4.3pp |
| Annual return | 14.74% | 189.88%-175.1pp | 191.94%-177.2pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,893 | $3,427-15.6% | $2,797+3.5% | $4,837-40.2% |
| Participant deferral / active EE | $5,211 | $5,194+0.3% | $4,349+19.8% | $6,341-17.8% |
| Admin fee / account holder | $5,327 | $6,897-22.8% | $5,537-3.8% | $12,309-56.7% |