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 8-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 | $121,081 | $117,841+2.7% | $102,423+18.2% | $145,922-17.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 9.66% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $2,201 | $3,615-39.1% | $3,023-27.2% | $4,660-52.8% |
| Participant deferral / active EE | $14,127 | $5,731+146.5% | $5,053+179.6% | $6,688+111.2% |
| Admin fee / account holder | $7,219 | $13,326-45.8% | $9,451-23.6% | $13,397-46.1% |