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 | $162,346 | $159,602+1.7% | $150,045+8.2% | $142,382+14.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.55% | 70.24%-56.7pp | 62.55%-49.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,396 | $4,961-31.5% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $2,992 | $8,310-64.0% | $7,997-62.6% | $6,507-54.0% |
| Admin fee / account holder | $2,536 | $14,846-82.9% | $13,435-81.1% | $12,624-79.9% |