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 | $133,034 | $157,256-15.4% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 117.83% | 64.32%+53.5pp | 71.39%+46.4pp | 345.32%-227.5pp |
| Employer contribution / active EE | $9,591 | $5,261+82.3% | $4,735+102.6% | $4,762+101.4% |
| Participant deferral / active EE | $10,540 | $7,109+48.3% | $6,709+57.1% | $5,850+80.2% |
| Admin fee / account holder | $5,463 | $12,120-54.9% | $10,261-46.8% | $11,596-52.9% |