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 | $163,877 | $177,572-7.7% | $154,803+5.9% | $142,382+15.1% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.1%+10.2pp | 80.1%+8.1pp |
| Annual return | 17.04% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,056 | $4,810-57.3% | $4,305-52.2% | $4,299-52.2% |
| Participant deferral / active EE | $3,694 | $6,272-41.1% | $5,540-33.3% | $6,507-43.2% |
| Admin fee / account holder | $1,181 | $16,786-93.0% | $14,329-91.8% | $12,624-90.6% |