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 | $103,471 | $102,317+1.1% | $146,958-29.6% | $80,856+28.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 19.54% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $4,603 | $3,713+24.0% | $4,933-6.7% | $2,755+67.1% |
| Participant deferral / active EE | $11,491 | $6,644+73.0% | $8,070+42.4% | $4,296+167.5% |
| Admin fee / account holder | $3,076 | $7,941-61.3% | $12,998-76.3% | $6,918-55.5% |