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 | $103,130 | $112,096-8.0% | $95,952+7.5% | $158,922-35.1% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 12.99% | 171.09%-158.1pp | 91.61%-78.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,953 | $3,198-7.7% | $2,541+16.2% | $4,761-38.0% |
| Participant deferral / active EE | $8,992 | $4,784+88.0% | $4,167+115.8% | $5,982+50.3% |
| Admin fee / account holder | $1,472 | $10,130-85.5% | $6,795-78.3% | $11,246-86.9% |