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 | $154,228-13.6% | $145,433-8.4% | $137,256-2.9% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 20.27% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,512 | $4,804-6.1% | $4,554-0.9% | $4,156+8.6% |
| Participant deferral / active EE | $12,879 | $8,216+56.7% | $7,897+63.1% | $6,407+101.0% |
| Admin fee / account holder | $12,096 | $14,344-15.7% | $13,129-7.9% | $12,270-1.4% |