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 | $148,724 | $175,202-15.1% | $149,673-0.6% | $139,434+6.7% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,482 | $5,474-54.7% | $4,818-48.5% | $4,751-47.8% |
| Participant deferral / active EE | $8,164 | $6,519+25.2% | $5,680+43.7% | $6,710+21.7% |
| Admin fee / account holder | $1,106 | $16,150-93.2% | $13,210-91.6% | $11,403-90.3% |