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 7-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 | $113,858 | $118,680-4.1% | $98,907+15.1% | $158,922-28.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 11.94% | 372.35%-360.4pp | 196.43%-184.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,462 | $3,333+3.9% | $2,689+28.8% | $4,761-27.3% |
| Participant deferral / active EE | $9,787 | $5,088+92.4% | $4,244+130.6% | $5,982+63.6% |
| Admin fee / account holder | $526 | $10,131-94.8% | $6,642-92.1% | $11,246-95.3% |