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 | $146,533 | $202,432-27.6% | $169,368-13.5% | $139,434+5.1% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 18.78% | 531.74%-513.0pp | 405.60%-386.8pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,518 | $4,692-67.6% | $4,013-62.2% | $4,751-68.0% |
| Participant deferral / active EE | $6,439 | $6,938-7.2% | $6,221+3.5% | $6,710-4.0% |
| Admin fee / account holder | $1,009 | $10,708-90.6% | $9,003-88.8% | $11,403-91.1% |