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 7-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 | $146,445 | $159,602-8.2% | $150,045-2.4% | $142,382+2.9% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,907 | $4,961-1.1% | $4,693+4.5% | $4,299+14.1% |
| Participant deferral / active EE | $10,932 | $8,310+31.5% | $7,997+36.7% | $6,507+68.0% |
| Admin fee / account holder | $52,678 | $14,846+254.8% | $13,435+292.1% | $12,624+317.3% |