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 | $81,329 | $79,449+2.4% | $189,557-57.1% | $85,850-5.3% |
| Participation rate | 71.8% | 66.0%+5.8pp | 78.4%-6.7pp | 69.3%+2.4pp |
| Annual return | 30.76% | 18.45%+12.3pp | 64.17%-33.4pp | 318.53%-287.8pp |
| Employer contribution / active EE | $2,276 | $2,081+9.4% | $4,412-48.4% | $2,565-11.3% |
| Participant deferral / active EE | $3,526 | $4,051-13.0% | $6,174-42.9% | $3,952-10.8% |
| Admin fee / account holder | $4,240 | $5,377-21.1% | $9,807-56.8% | $6,260-32.3% |