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 8-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 | $142,410 | $159,602-10.8% | $150,045-5.1% | $142,3820% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,139 | $4,961+3.6% | $4,693+9.5% | $4,299+19.5% |
| Participant deferral / active EE | $11,956 | $8,310+43.9% | $7,997+49.5% | $6,507+83.7% |
| Admin fee / account holder | $2,906 | $14,846-80.4% | $13,435-78.4% | $12,624-77.0% |