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 | $99,718 | $112,096-11.0% | $95,952+3.9% | $158,922-37.3% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 16.92% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,160 | $3,198-32.5% | $2,541-15.0% | $4,761-54.6% |
| Participant deferral / active EE | $5,496 | $4,784+14.9% | $4,167+31.9% | $5,982-8.1% |
| Admin fee / account holder | $1,006 | $10,130-90.1% | $6,795-85.2% | $11,246-91.1% |