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 | $106,842 | $105,181+1.6% | $159,436-33.0% | $85,850+24.5% |
| Participation rate | 93.4% | 75.8%+17.7pp | 82.8%+10.6pp | 69.3%+24.1pp |
| Annual return | 14.72% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,035 | $3,318-8.5% | $4,829-37.2% | $2,565+18.3% |
| Participant deferral / active EE | $5,580 | $5,945-6.1% | $7,352-24.1% | $3,952+41.2% |
| Admin fee / account holder | $6,621 | $6,933-4.5% | $10,799-38.7% | $6,260+5.8% |