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 | $142,989 | $159,602-10.4% | $150,045-4.7% | $142,382+0.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 14.55% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,224 | $4,961-14.9% | $4,693-10.0% | $4,299-1.8% |
| Participant deferral / active EE | $7,619 | $8,310-8.3% | $7,997-4.7% | $6,507+17.1% |
| Admin fee / account holder | $19,715 | $14,846+32.8% | $13,435+46.7% | $12,624+56.2% |