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 | $106,535 | $105,998+0.5% | $92,233+15.5% | $147,584-27.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 12.88% | 50.05%-37.2pp | 176.28%-163.4pp | 578.55%-565.7pp |
| Employer contribution / active EE | $760 | $4,333-82.5% | $3,679-79.3% | $4,876-84.4% |
| Participant deferral / active EE | $6,613 | $4,478+47.7% | $3,897+69.7% | $5,439+21.6% |
| Admin fee / account holder | $1,249 | $6,332-80.3% | $5,194-75.9% | $10,885-88.5% |