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 5-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 | $84,319 | $108,919-22.6% | $100,391-16.0% | $145,922-42.2% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 14.94% | 57.88%-42.9pp | 49.20%-34.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $8,645 | $4,419+95.6% | $3,942+119.3% | $4,660+85.5% |
| Participant deferral / active EE | $9,408 | $8,445+11.4% | $8,082+16.4% | $6,688+40.7% |
| Admin fee / account holder | $10,504 | $9,689+8.4% | $7,899+33.0% | $13,397-21.6% |