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 | $107,542 | $99,877+7.7% | $84,966+26.6% | $145,922-26.3% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,079 | $3,231+57.2% | $2,727+86.2% | $4,660+9.0% |
| Participant deferral / active EE | $10,194 | $5,291+92.7% | $4,519+125.6% | $6,688+52.4% |
| Admin fee / account holder | $6,409 | $7,248-11.6% | $6,149+4.2% | $13,397-52.2% |