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 7-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 | $176,393 | $209,411-15.8% | $178,490-1.2% | $158,922+11.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 17.10% | 188.75%-171.6pp | 151.07%-134.0pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,313 | $5,706-77.0% | $5,011-73.8% | $4,761-72.4% |
| Participant deferral / active EE | $3,642 | $5,954-38.8% | $5,202-30.0% | $5,982-39.1% |
| Admin fee / account holder | $6,445 | $17,074-62.3% | $13,984-53.9% | $11,246-42.7% |