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 | $103,935 | $100,773+3.1% | $88,946+16.9% | $142,382-27.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.8%+9.7pp | 80.1%-1.5pp |
| Annual return | 15.67% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $5,465 | $2,918+87.3% | $2,555+113.9% | $4,299+27.1% |
| Participant deferral / active EE | $6,793 | $5,230+29.9% | $4,581+48.3% | $6,507+4.4% |
| Admin fee / account holder | $6,940 | $9,693-28.4% | $8,261-16.0% | $12,624-45.0% |