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 8-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 | $97,716 | $107,934-9.5% | $91,989+6.2% | $152,861-36.1% |
| Participation rate | 91.3% | 81.2%+10.1pp | 78.6%+12.7pp | 82.4%+8.9pp |
| Annual return | 23.80% | 89.24%-65.4pp | 69.02%-45.2pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,209 | $4,210-71.3% | $3,452-65.0% | $4,762-74.6% |
| Participant deferral / active EE | $7,325 | $6,364+15.1% | $5,923+23.7% | $5,850+25.2% |
| Admin fee / account holder | $5,694 | $10,520-45.9% | $7,743-26.5% | $11,596-50.9% |