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 8-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 | $195,717 | $183,519+6.6% | $155,509+25.9% | $145,922+34.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 24.74% | 61.17%-36.4pp | 64.67%-39.9pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,519 | $5,313-71.4% | $4,672-67.5% | $4,660-67.4% |
| Participant deferral / active EE | $5,364 | $6,462-17.0% | $5,626-4.7% | $6,688-19.8% |
| Admin fee / account holder | $2,571 | $19,313-86.7% | $15,912-83.8% | $13,397-80.8% |