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 6-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 | $104,672 | $95,561+9.5% | $77,163+35.7% | $139,434-24.9% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 27.81% | 54.92%-27.1pp | 37.87%-10.1pp | 372.94%-345.1pp |
| Employer contribution / active EE | $2,739 | $3,147-13.0% | $2,535+8.1% | $4,751-42.3% |
| Participant deferral / active EE | $4,868 | $4,624+5.3% | $3,833+27.0% | $6,710-27.5% |
| Admin fee / account holder | $7,259 | $8,295-12.5% | $5,472+32.6% | $11,403-36.3% |