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 9-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 | $133,229 | $159,602-16.5% | $150,045-11.2% | $142,382-6.4% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 20.27% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $4,512 | $4,961-9.0% | $4,693-3.9% | $4,299+4.9% |
| Participant deferral / active EE | $12,879 | $8,310+55.0% | $7,997+61.0% | $6,507+97.9% |
| Admin fee / account holder | $12,096 | $14,846-18.5% | $13,435-10.0% | $12,624-4.2% |