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 | $147,969 | $160,055-7.6% | $140,016+5.7% | $135,375+9.3% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.5%+8.3pp | 82.6%+13.2pp |
| Annual return | 0.34% | 911.38%-911.0pp | 651.12%-650.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $27,705 | $6,420+331.5% | $5,606+394.2% | $4,779+479.7% |
| Participant deferral / active EE | $11,788 | $7,642+54.3% | $6,927+70.2% | $5,609+110.2% |
| Admin fee / account holder | $6,662 | $13,328-50.0% | $10,705-37.8% | $10,827-38.5% |