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 | $151,011 | $111,724+35.2% | $93,606+61.3% | $145,922+3.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 8.05% | 202.98%-194.9pp | 133.20%-125.1pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,430 | $3,090-21.3% | $2,420+0.4% | $4,660-47.8% |
| Participant deferral / active EE | $9,139 | $4,912+86.1% | $4,411+107.2% | $6,688+36.6% |
| Admin fee / account holder | $1,162 | $10,250-88.7% | $8,285-86.0% | $13,397-91.3% |