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 4-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 | $120,332 | $108,919+10.5% | $100,391+19.9% | $145,922-17.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 12.13% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,851 | $4,419-35.5% | $3,942-27.7% | $4,660-38.8% |
| Participant deferral / active EE | $6,615 | $8,445-21.7% | $8,082-18.1% | $6,688-1.1% |
| Admin fee / account holder | $12,320 | $9,689+27.2% | $7,899+56.0% | $13,397-8.0% |