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 9-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 | $111,913 | $108,919+2.7% | $100,391+11.5% | $145,922-23.3% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 14.91% | 57.88%-43.0pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,229 | $4,419-26.9% | $3,942-18.1% | $4,660-30.7% |
| Participant deferral / active EE | $8,342 | $8,445-1.2% | $8,082+3.2% | $6,688+24.7% |
| Admin fee / account holder | $12,401 | $9,689+28.0% | $7,899+57.0% | $13,397-7.4% |