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 | $125,562 | $162,781-22.9% | $133,956-6.3% | $158,922-21.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 12.44% | 41.94%-29.5pp | 45.09%-32.7pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,250 | $4,975-34.7% | $3,919-17.1% | $4,761-31.7% |
| Participant deferral / active EE | $11,076 | $5,911+87.4% | $5,048+119.4% | $5,982+85.2% |
| Admin fee / account holder | $699 | $11,736-94.0% | $8,927-92.2% | $11,246-93.8% |