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 | $126,915 | $108,919+16.5% | $100,391+26.4% | $145,922-13.0% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 13.61% | 57.88%-44.3pp | 49.20%-35.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $2,335 | $4,419-47.2% | $3,942-40.8% | $4,660-49.9% |
| Participant deferral / active EE | $6,205 | $8,445-26.5% | $8,082-23.2% | $6,688-7.2% |
| Admin fee / account holder | $1,849 | $9,689-80.9% | $7,899-76.6% | $13,397-86.2% |