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 | $106,722 | $102,317+4.3% | $146,958-27.4% | $80,856+32.0% |
| Participation rate | 94.7% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 16.03% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $3,737 | $3,713+0.7% | $4,933-24.2% | $2,755+35.7% |
| Participant deferral / active EE | $8,168 | $6,644+23.0% | $8,070+1.2% | $4,296+90.2% |
| Admin fee / account holder | $16,622 | $7,941+109.3% | $12,998+27.9% | $6,918+140.3% |