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 9-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 | $138,480 | $74,888+84.9% | $71,209+94.5% | $142,382-2.7% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 14.72% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,798 | $2,854-37.0% | $2,721-33.9% | $4,299-58.2% |
| Participant deferral / active EE | $7,613 | $4,454+70.9% | $4,175+82.3% | $6,507+17.0% |
| Admin fee / account holder | $7,504 | $5,568+34.8% | $5,349+40.3% | $12,624-40.6% |