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 | $132,816 | $179,726-26.1% | $156,263-15.0% | $142,382-6.7% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 12.48% | 77.86%-65.4pp | 59.47%-47.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,071 | $5,069-59.2% | $4,333-52.2% | $4,299-51.8% |
| Participant deferral / active EE | $5,941 | $6,956-14.6% | $6,158-3.5% | $6,507-8.7% |
| Admin fee / account holder | $20,824 | $17,272+20.6% | $14,255+46.1% | $12,624+65.0% |