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 8-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 | $133,601 | $172,111-22.4% | $150,298-11.1% | $137,256-2.7% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 18.26% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,775 | $4,636-61.7% | $4,154-57.3% | $4,156-57.3% |
| Participant deferral / active EE | $6,518 | $6,166+5.7% | $5,453+19.5% | $6,407+1.7% |
| Admin fee / account holder | $1,018 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |