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 | $127,269 | $159,602-20.3% | $150,045-15.2% | $142,382-10.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.05% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,396 | $4,961-31.5% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $8,508 | $8,310+2.4% | $7,997+6.4% | $6,507+30.8% |
| Admin fee / account holder | $1,680 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |