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 6-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 | $120,984 | $104,974+15.3% | $95,585+26.6% | $142,382-15.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 18.83% | 210.33%-191.5pp | 38.56%-19.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,080 | $2,779+46.8% | $2,527+61.5% | $4,299-5.1% |
| Participant deferral / active EE | $10,362 | $4,352+138.1% | $4,023+157.6% | $6,507+59.2% |
| Admin fee / account holder | $7,504 | $6,386+17.5% | $6,127+22.5% | $12,624-40.6% |