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 | $181,526 | $180,449+0.6% | $154,107+17.8% | $135,375+34.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -4.81% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,470 | $6,035-42.5% | $5,298-34.5% | $4,779-27.4% |
| Participant deferral / active EE | $5,005 | $5,806-13.8% | $5,081-1.5% | $5,609-10.8% |
| Admin fee / account holder | $6,921 | $16,143-57.1% | $13,411-48.4% | $10,827-36.1% |