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 3-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 | $129,621 | $159,602-18.8% | $150,045-13.6% | $142,382-9.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 13.94% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $4,964 | $4,961+0.1% | $4,693+5.8% | $4,299+15.5% |
| Participant deferral / active EE | $12,125 | $8,310+45.9% | $7,997+51.6% | $6,507+86.3% |
| Admin fee / account holder | $9,223 | $14,846-37.9% | $13,435-31.4% | $12,624-26.9% |