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 | $136,148 | $177,572-23.3% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 23.50% | 65.07%-41.6pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,966 | $4,810+24.0% | $4,305+38.6% | $4,299+38.8% |
| Participant deferral / active EE | $12,060 | $6,272+92.3% | $5,540+117.7% | $6,507+85.3% |
| Admin fee / account holder | $8,626 | $16,786-48.6% | $14,329-39.8% | $12,624-31.7% |