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 10-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 | $134,127 | $148,534-9.7% | $135,903-1.3% | $139,434-3.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 15.90% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $5,365 | $5,243+2.3% | $4,856+10.5% | $4,751+12.9% |
| Participant deferral / active EE | $11,999 | $8,100+48.1% | $7,758+54.7% | $6,710+78.8% |
| Admin fee / account holder | $1,940 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |