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 | $138,202 | $159,602-13.4% | $150,045-7.9% | $142,382-2.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 19.09% | 70.24%-51.1pp | 62.55%-43.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $4,895 | $4,961-1.3% | $4,693+4.3% | $4,299+13.9% |
| Participant deferral / active EE | $12,901 | $8,310+55.2% | $7,997+61.3% | $6,507+98.3% |
| Admin fee / account holder | $1,035 | $14,846-93.0% | $13,435-92.3% | $12,624-91.8% |