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 | $161,556 | $183,519-12.0% | $155,509+3.9% | $145,922+10.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 8.91% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.4pp |
| Employer contribution / active EE | $3,688 | $5,313-30.6% | $4,672-21.1% | $4,660-20.9% |
| Participant deferral / active EE | $11,564 | $6,462+78.9% | $5,626+105.5% | $6,688+72.9% |
| Admin fee / account holder | $6,478 | $19,313-66.5% | $15,912-59.3% | $13,397-51.6% |