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 | $142,410 | $154,228-7.7% | $145,433-2.1% | $137,256+3.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $5,139 | $4,804+7.0% | $4,554+12.8% | $4,156+23.6% |
| Participant deferral / active EE | $11,956 | $8,216+45.5% | $7,897+51.4% | $6,407+86.6% |
| Admin fee / account holder | $2,906 | $14,344-79.7% | $13,129-77.9% | $12,270-76.3% |