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 7-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 | $149,058 | $197,591-24.6% | $177,821-16.2% | $158,922-6.2% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 15.63% | 58.76%-43.1pp | 48.32%-32.7pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,020 | $6,697-54.9% | $5,918-49.0% | $4,761-36.6% |
| Participant deferral / active EE | $4,852 | $8,405-42.3% | $7,714-37.1% | $5,982-18.9% |
| Admin fee / account holder | $397 | $15,399-97.4% | $12,427-96.8% | $11,246-96.5% |