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 | $96,753 | $103,376-6.4% | $87,100+11.1% | $152,861-36.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 34.37% | 28.10%+6.3pp | 28.19%+6.2pp | 345.32%-310.9pp |
| Employer contribution / active EE | $17,308 | $3,220+437.5% | $2,521+586.5% | $4,762+263.4% |
| Participant deferral / active EE | $8,606 | $4,778+80.1% | $4,049+112.6% | $5,850+47.1% |
| Admin fee / account holder | $747 | $12,205-93.9% | $7,497-90.0% | $11,596-93.6% |