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 | $126,647 | $157,256-19.5% | $141,162-10.3% | $152,861-17.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.4%-0.6pp |
| Annual return | 23.63% | 64.32%-40.7pp | 71.39%-47.8pp | 345.32%-321.7pp |
| Employer contribution / active EE | $9,806 | $5,261+86.4% | $4,735+107.1% | $4,762+105.9% |
| Participant deferral / active EE | $6,364 | $7,109-10.5% | $6,709-5.1% | $5,850+8.8% |
| Admin fee / account holder | $5,170 | $12,120-57.3% | $10,261-49.6% | $11,596-55.4% |