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 | $131,568 | $177,572-25.9% | $154,803-15.0% | $142,382-7.6% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 22.00% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $8,013 | $4,810+66.6% | $4,305+86.1% | $4,299+86.4% |
| Participant deferral / active EE | $6,925 | $6,272+10.4% | $5,540+25.0% | $6,507+6.4% |
| Admin fee / account holder | $540 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |