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 | $134,709 | $159,602-15.6% | $150,045-10.2% | $142,382-5.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 28.19% | 70.24%-42.1pp | 62.55%-34.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $4,722 | $4,961-4.8% | $4,693+0.6% | $4,299+9.8% |
| Participant deferral / active EE | $13,640 | $8,310+64.1% | $7,997+70.6% | $6,507+109.6% |
| Admin fee / account holder | $12,466 | $14,846-16.0% | $13,435-7.2% | $12,624-1.3% |