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 | $162,838 | $165,984-1.9% | $164,813-1.2% | $145,922+11.6% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 11.17% | 100.03%-88.9pp | 69.93%-58.8pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,413 | $5,273-35.3% | $4,341-21.4% | $4,660-26.8% |
| Participant deferral / active EE | $7,899 | $6,959+13.5% | $6,031+31.0% | $6,688+18.1% |
| Admin fee / account holder | $21,169 | $16,648+27.2% | $12,690+66.8% | $13,397+58.0% |