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 9-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 | $126,694 | $175,202-27.7% | $149,673-15.4% | $139,434-9.1% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 14.84% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,793 | $5,474-67.2% | $4,818-62.8% | $4,751-62.3% |
| Participant deferral / active EE | $6,002 | $6,519-7.9% | $5,680+5.7% | $6,710-10.6% |
| Admin fee / account holder | $1,191 | $16,150-92.6% | $13,210-91.0% | $11,403-89.6% |