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 6-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 | $110,577 | $100,970+9.5% | $96,576+14.5% | $137,256-19.4% |
| Participation rate | 95.7% | 82.6%+13.0pp | 81.4%+14.2pp | 80.0%+15.7pp |
| Annual return | 19.15% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,299 | $3,809-13.4% | $3,553-7.2% | $4,156-20.6% |
| Participant deferral / active EE | $11,067 | $8,286+33.6% | $7,956+39.1% | $6,407+72.7% |
| Admin fee / account holder | $443 | $11,312-96.1% | $11,381-96.1% | $12,270-96.4% |