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 | $164,341 | $176,812-7.1% | $146,665+12.1% | $167,490-1.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 14.97% | 24.03%-9.1pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,455 | $5,160-33.0% | $4,136-16.5% | $4,837-28.6% |
| Participant deferral / active EE | $11,533 | $6,440+79.1% | $5,506+109.5% | $6,341+81.9% |
| Admin fee / account holder | $923 | $13,259-93.0% | $10,280-91.0% | $12,309-92.5% |