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 | $124,395 | $159,602-22.1% | $150,045-17.1% | $142,382-12.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.3%+11.4pp | 80.1%+13.6pp |
| Annual return | 17.63% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,649 | $4,961-6.3% | $4,693-0.9% | $4,299+8.1% |
| Participant deferral / active EE | $11,397 | $8,310+37.1% | $7,997+42.5% | $6,507+75.1% |
| Admin fee / account holder | $42,227 | $14,846+184.4% | $13,435+214.3% | $12,624+234.5% |