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 4-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 | $139,674 | $172,111-18.8% | $150,298-7.1% | $137,256+1.8% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.46% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,909 | $4,636-37.3% | $4,154-30.0% | $4,156-30.0% |
| Participant deferral / active EE | $6,873 | $6,166+11.5% | $5,453+26.0% | $6,407+7.3% |
| Admin fee / account holder | $1,278 | $16,471-92.2% | $14,116-90.9% | $12,270-89.6% |