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 4-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 | $134,505 | $159,602-15.7% | $150,045-10.4% | $142,382-5.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 14.87% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,133 | $4,961-36.8% | $4,693-33.2% | $4,299-27.1% |
| Participant deferral / active EE | $8,136 | $8,310-2.1% | $7,997+1.7% | $6,507+25.0% |
| Admin fee / account holder | $2,506 | $14,846-83.1% | $13,435-81.3% | $12,624-80.2% |