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 | $143,670 | $148,978-3.6% | $200,582-28.4% | $84,808+69.4% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 19.17% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,615 | $4,815+16.6% | $6,419-12.5% | $2,631+113.4% |
| Participant deferral / active EE | $16,684 | $7,142+133.6% | $9,331+78.8% | $4,212+296.1% |
| Admin fee / account holder | $1,039 | $13,977-92.6% | $16,305-93.6% | $7,344-85.8% |