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 | $159,359 | $154,117+3.4% | $129,995+22.6% | $139,434+14.3% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.90% | 32.48%-16.6pp | -137.18%+153.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $4,550 | $5,289-14.0% | $4,320+5.3% | $4,751-4.2% |
| Participant deferral / active EE | $5,357 | $6,710-20.2% | $5,820-8.0% | $6,710-20.2% |
| Admin fee / account holder | $607 | $14,007-95.7% | $10,614-94.3% | $11,403-94.7% |