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 | $101,256 | $91,552+10.6% | $133,956-24.4% | $79,858+26.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | 10.88% | 61.85%-51.0pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $10,436 | $2,384+337.8% | $3,919+166.3% | $2,471+322.4% |
| Participant deferral / active EE | $2,676 | $3,733-28.3% | $5,048-47.0% | $3,740-28.5% |
| Admin fee / account holder | $915 | $6,321-85.5% | $8,927-89.7% | $5,306-82.8% |