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 | $123,139 | $99,918+23.2% | $81,382+51.3% | $145,922-15.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 19.63% | 34.32%-14.7pp | 24.73%-5.1pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,914 | $2,978+31.4% | $2,463+58.9% | $4,660-16.0% |
| Participant deferral / active EE | $5,477 | $4,605+18.9% | $3,883+41.1% | $6,688-18.1% |
| Admin fee / account holder | $2,644 | $8,212-67.8% | $5,768-54.2% | $13,397-80.3% |