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 10-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 | $159,746 | $202,318-21.0% | $172,739-7.5% | $152,861+4.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 19.11% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $5,445 | $5,856-7.0% | $5,143+5.9% | $4,762+14.3% |
| Participant deferral / active EE | $6,502 | $5,948+9.3% | $5,198+25.1% | $5,850+11.1% |
| Admin fee / account holder | $2,268 | $17,109-86.7% | $13,954-83.7% | $11,596-80.4% |