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 | $146,961 | $159,602-7.9% | $150,045-2.1% | $142,382+3.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 18.06% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,846 | $4,961+38.0% | $4,693+45.9% | $4,299+59.2% |
| Participant deferral / active EE | $17,919 | $8,310+115.6% | $7,997+124.1% | $6,507+175.4% |
| Admin fee / account holder | $5,039 | $14,846-66.1% | $13,435-62.5% | $12,624-60.1% |