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 | $129,940 | $157,256-17.4% | $141,162-7.9% | $152,861-15.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 27.90% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $15,187 | $5,261+188.7% | $4,735+220.7% | $4,762+218.9% |
| Participant deferral / active EE | $8,019 | $7,109+12.8% | $6,709+19.5% | $5,850+37.1% |
| Admin fee / account holder | $1,637 | $12,120-86.5% | $10,261-84.0% | $11,596-85.9% |