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 6-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 | $114,393 | $109,982+4.0% | $97,226+17.7% | $145,922-21.6% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 42.43% | 242.90%-200.5pp | 75.13%-32.7pp | 561.29%-518.9pp |
| Employer contribution / active EE | $2,746 | $3,084-11.0% | $2,729+0.6% | $4,660-41.1% |
| Participant deferral / active EE | $11,169 | $4,676+138.9% | $4,264+162.0% | $6,688+67.0% |
| Admin fee / account holder | $15,144 | $6,221+143.5% | $5,654+167.9% | $13,397+13.0% |