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 | $114,466 | $95,561+19.8% | $77,163+48.3% | $139,434-17.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 19.90% | 54.92%-35.0pp | 37.87%-18.0pp | 372.94%-353.0pp |
| Employer contribution / active EE | $9,500 | $3,147+201.8% | $2,535+274.8% | $4,751+100.0% |
| Participant deferral / active EE | $9,200 | $4,624+99.0% | $3,833+140.0% | $6,710+37.1% |
| Admin fee / account holder | $793 | $8,295-90.4% | $5,472-85.5% | $11,403-93.0% |