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 6-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 | $106,266 | $175,202-39.3% | $149,673-29.0% | $139,434-23.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.51% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,792 | $5,474-49.0% | $4,818-42.0% | $4,751-41.2% |
| Participant deferral / active EE | $5,529 | $6,519-15.2% | $5,680-2.7% | $6,710-17.6% |
| Admin fee / account holder | $1,326 | $16,150-91.8% | $13,210-90.0% | $11,403-88.4% |