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 | $94,292 | $108,912-13.4% | $100,383-6.1% | $145,959-35.4% |
| Participation rate | 89.5% | 83.0%+6.5pp | 81.5%+8.0pp | 80.3%+9.2pp |
| Annual return | 15.01% | 57.96%-43.0pp | 49.26%-34.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $6,635 | $4,423+50.0% | $3,944+68.2% | $4,661+42.4% |
| Participant deferral / active EE | $13,314 | $8,451+57.5% | $8,086+64.7% | $6,689+99.1% |
| Admin fee / account holder | $2,626 | $9,690-72.9% | $7,900-66.8% | $13,398-80.4% |