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 | $90,211 | $88,083+2.4% | $164,813-45.3% | $74,495+21.1% |
| Participation rate | 83.3% | 73.0%+10.3pp | 78.6%+4.7pp | 67.2%+16.1pp |
| Annual return | 17.20% | 17.26%-0.1pp | 69.93%-52.7pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,418 | $2,593+31.8% | $4,341-21.3% | $2,623+30.3% |
| Participant deferral / active EE | $8,606 | $4,498+91.3% | $6,031+42.7% | $4,346+98.0% |
| Admin fee / account holder | $6,369 | $2,234+185.1% | $12,690-49.8% | $1,942+228.0% |