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 | $107,232 | $99,921+7.3% | $85,009+26.1% | $145,959-26.5% |
| Participation rate | 78.3% | 74.1%+4.2pp | 67.5%+10.8pp | 80.3%-2.0pp |
| Annual return | 21.59% | 83.89%-62.3pp | 66.47%-44.9pp | 561.95%-540.4pp |
| Employer contribution / active EE | $1,746 | $3,233-46.0% | $2,728-36.0% | $4,661-62.5% |
| Participant deferral / active EE | $4,612 | $5,293-12.9% | $4,522+2.0% | $6,689-31.0% |
| Admin fee / account holder | $6,540 | $7,252-9.8% | $6,153+6.3% | $13,398-51.2% |