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 | $104,536 | $102,966+1.5% | $90,281+15.8% | $152,861-31.6% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 26.37% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,730 | $3,139-44.9% | $2,854-39.4% | $4,762-63.7% |
| Participant deferral / active EE | $4,358 | $4,281+1.8% | $3,885+12.2% | $5,850-25.5% |
| Admin fee / account holder | $1,592 | $6,171-74.2% | $5,351-70.3% | $11,596-86.3% |