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 7-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 | $88,910 | $89,753-0.9% | $107,525-17.3% | $84,808+4.8% |
| Participation rate | 97.1% | 68.1%+29.0pp | 75.1%+22.0pp | 68.3%+28.7pp |
| Annual return | 20.82% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $5,359 | $3,113+72.1% | $3,754+42.8% | $2,631+103.7% |
| Participant deferral / active EE | $9,974 | $4,056+145.9% | $5,116+95.0% | $4,212+136.8% |
| Admin fee / account holder | $2,429 | $7,222-66.4% | $8,919-72.8% | $7,344-66.9% |