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 8-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 | $136,057 | $114,381+19.0% | $107,525+26.5% | $142,382-4.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.62% | 242.71%-226.1pp | 181.32%-164.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $869 | $4,015-78.4% | $3,754-76.9% | $4,299-79.8% |
| Participant deferral / active EE | $5,499 | $5,564-1.2% | $5,116+7.5% | $6,507-15.5% |
| Admin fee / account holder | $8,856 | $9,860-10.2% | $8,919-0.7% | $12,624-29.8% |