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 | $80,031 | $183,519-56.4% | $155,509-48.5% | $145,922-45.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.72% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.6pp |
| Employer contribution / active EE | $12,394 | $5,313+133.3% | $4,672+165.2% | $4,660+166.0% |
| Participant deferral / active EE | $7,293 | $6,462+12.9% | $5,626+29.6% | $6,688+9.1% |
| Admin fee / account holder | $14,485 | $19,313-25.0% | $15,912-9.0% | $13,397+8.1% |