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 | $147,533 | $159,602-7.6% | $150,045-1.7% | $142,382+3.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 17.95% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,599 | $4,961-27.4% | $4,693-23.3% | $4,299-16.3% |
| Participant deferral / active EE | $10,734 | $8,310+29.2% | $7,997+34.2% | $6,507+65.0% |
| Admin fee / account holder | $21,784 | $14,846+46.7% | $13,435+62.1% | $12,624+72.6% |