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 6-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 | $209,638 | $165,335+26.8% | $149,696+40.0% | $158,922+31.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 0.00% | 348.15%-348.1pp | 276.60%-276.6pp | 302.83%-302.8pp |
| Employer contribution / active EE | $4,724 | $5,103-7.4% | $4,644+1.7% | $4,761-0.8% |
| Participant deferral / active EE | $8,800 | $7,181+22.5% | $6,842+28.6% | $5,982+47.1% |
| Admin fee / account holder | $518 | $10,807-95.2% | $9,309-94.4% | $11,246-95.4% |