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 | $139,047 | $239,571-42.0% | $183,328-24.2% | $137,256+1.3% |
| Participation rate | 95.2% | 82.4%+12.8pp | 77.3%+17.9pp | 80.0%+15.3pp |
| Annual return | 13.93% | 35.69%-21.8pp | 29.67%-15.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,969 | $6,148-19.2% | $5,055-1.7% | $4,156+19.6% |
| Participant deferral / active EE | $8,799 | $7,995+10.1% | $6,795+29.5% | $6,407+37.3% |
| Admin fee / account holder | $4,052 | $30,059-86.5% | $21,427-81.1% | $12,270-67.0% |