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 | $164,345 | $172,111-4.5% | $150,298+9.3% | $137,256+19.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 17.02% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,171 | $4,636-10.0% | $4,154+0.4% | $4,156+0.4% |
| Participant deferral / active EE | $11,249 | $6,166+82.4% | $5,453+106.3% | $6,407+75.6% |
| Admin fee / account holder | $1,547 | $16,471-90.6% | $14,116-89.0% | $12,270-87.4% |