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 | $137,127 | $179,726-23.7% | $156,263-12.2% | $142,382-3.7% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 20.84% | 77.86%-57.0pp | 59.47%-38.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,695 | $5,069-46.8% | $4,333-37.8% | $4,299-37.3% |
| Participant deferral / active EE | $6,980 | $6,956+0.3% | $6,158+13.3% | $6,507+7.3% |
| Admin fee / account holder | $8,463 | $17,272-51.0% | $14,255-40.6% | $12,624-33.0% |