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 | $177,482 | $162,781+9.0% | $133,956+32.5% | $158,922+11.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 14.89% | 41.94%-27.0pp | 45.09%-30.2pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,900 | $4,975-21.6% | $3,919-0.5% | $4,761-18.1% |
| Participant deferral / active EE | $6,404 | $5,911+8.3% | $5,048+26.9% | $5,982+7.1% |
| Admin fee / account holder | $6,681 | $11,736-43.1% | $8,927-25.2% | $11,246-40.6% |