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 5-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 | $135,737 | $159,602-15.0% | $150,045-9.5% | $142,382-4.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.88% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $14,203 | $4,961+186.3% | $4,693+202.6% | $4,299+230.4% |
| Participant deferral / active EE | $14,355 | $8,310+72.7% | $7,997+79.5% | $6,507+120.6% |
| Admin fee / account holder | $936 | $14,846-93.7% | $13,435-93.0% | $12,624-92.6% |