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 | $92,121 | $102,382-10.0% | $147,005-37.3% | $80,874+13.9% |
| Participation rate | 72.1% | 75.8%-3.7pp | 82.2%-10.0pp | 67.6%+4.5pp |
| Annual return | 17.54% | 134.89%-117.3pp | 418.76%-401.2pp | 35.62%-18.1pp |
| Employer contribution / active EE | $3,842 | $3,715+3.4% | $4,934-22.1% | $2,756+39.4% |
| Participant deferral / active EE | $18,283 | $6,646+175.1% | $8,070+126.6% | $4,297+325.5% |
| Admin fee / account holder | $8,336 | $7,942+5.0% | $13,006-35.9% | $6,935+20.2% |