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 | $108,924 | $112,096-2.8% | $95,952+13.5% | $158,922-31.5% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 13.42% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $4,555 | $3,198+42.4% | $2,541+79.3% | $4,761-4.3% |
| Participant deferral / active EE | $3,261 | $4,784-31.8% | $4,167-21.7% | $5,982-45.5% |
| Admin fee / account holder | $3,850 | $10,130-62.0% | $6,795-43.3% | $11,246-65.8% |