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 | $105,997 | $102,317+3.6% | $146,958-27.9% | $80,856+31.1% |
| Participation rate | 76.8% | 75.8%+1.0pp | 82.2%-5.4pp | 67.6%+9.1pp |
| Annual return | 16.31% | 134.76%-118.5pp | 418.34%-402.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,211 | $3,713+13.4% | $4,933-14.6% | $2,755+52.9% |
| Participant deferral / active EE | $9,298 | $6,644+40.0% | $8,070+15.2% | $4,296+116.4% |
| Admin fee / account holder | $4,693 | $7,941-40.9% | $12,998-63.9% | $6,918-32.2% |