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 5-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 | $123,142 | $126,574-2.7% | $106,213+15.9% | $145,922-15.6% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 16.10% | 224.79%-208.7pp | 116.14%-100.0pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,066 | $3,730-71.4% | $3,171-66.4% | $4,660-77.1% |
| Participant deferral / active EE | $7,888 | $5,724+37.8% | $5,016+57.3% | $6,688+18.0% |
| Admin fee / account holder | $1,114 | $17,304-93.6% | $11,033-89.9% | $13,397-91.7% |