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 | $113,337 | $105,181+7.8% | $159,436-28.9% | $85,850+32.0% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.8%+5.3pp | 69.3%+18.8pp |
| Annual return | 14.65% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,308 | $3,318-30.4% | $4,829-52.2% | $2,565-10.0% |
| Participant deferral / active EE | $4,245 | $5,945-28.6% | $7,352-42.3% | $3,952+7.4% |
| Admin fee / account holder | $1,097 | $6,933-84.2% | $10,799-89.8% | $6,260-82.5% |