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 | $103,440 | $86,286+19.9% | $111,297-7.1% | $85,850+20.5% |
| Participation rate | 98.4% | 73.3%+25.1pp | 77.3%+21.1pp | 69.3%+29.1pp |
| Annual return | 42.42% | 19.99%+22.4pp | 54.65%-12.2pp | 318.53%-276.1pp |
| Employer contribution / active EE | $2,164 | $2,043+5.9% | $2,731-20.8% | $2,565-15.6% |
| Participant deferral / active EE | $4,883 | $3,641+34.1% | $4,487+8.8% | $3,952+23.6% |
| Admin fee / account holder | $14,759 | $8,188+80.3% | $7,964+85.3% | $6,260+135.8% |