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 5-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 | $137,416 | $178,174-22.9% | $156,181-12.0% | $137,256+0.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 13.34% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $4,743 | $4,972-4.6% | $4,294+10.5% | $4,156+14.1% |
| Participant deferral / active EE | $11,849 | $6,888+72.0% | $6,132+93.2% | $6,407+84.9% |
| Admin fee / account holder | $3,327 | $17,404-80.9% | $14,586-77.2% | $12,270-72.9% |