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 | $105,130 | $159,901-34.3% | $146,958-28.5% | $145,922-28.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.76% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $6,258 | $5,286+18.4% | $4,933+26.9% | $4,660+34.3% |
| Participant deferral / active EE | $12,242 | $8,428+45.2% | $8,070+51.7% | $6,688+83.0% |
| Admin fee / account holder | $12,447 | $15,044-17.3% | $12,998-4.2% | $13,397-7.1% |