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 | $179,726-23.5% | $156,263-12.1% | $142,382-3.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.34% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,743 | $5,069-6.4% | $4,333+9.5% | $4,299+10.3% |
| Participant deferral / active EE | $11,849 | $6,956+70.3% | $6,158+92.4% | $6,507+82.1% |
| Admin fee / account holder | $3,327 | $17,272-80.7% | $14,255-76.7% | $12,624-73.6% |