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 | $117,963 | $148,534-20.6% | $135,903-13.2% | $139,434-15.4% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.8pp | 80.3%+6.3pp |
| Annual return | 24.95% | 79.19%-54.2pp | 68.23%-43.3pp | 372.94%-348.0pp |
| Employer contribution / active EE | $24,202 | $5,243+361.6% | $4,856+398.4% | $4,751+409.4% |
| Participant deferral / active EE | $12,424 | $8,100+53.4% | $7,758+60.2% | $6,710+85.2% |
| Admin fee / account holder | $8,159 | $12,400-34.2% | $10,762-24.2% | $11,403-28.4% |