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 | $139,544 | $202,318-31.0% | $172,739-19.2% | $152,861-8.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 15.08% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.2pp |
| Employer contribution / active EE | $4,168 | $5,856-28.8% | $5,143-19.0% | $4,762-12.5% |
| Participant deferral / active EE | $3,113 | $5,948-47.7% | $5,198-40.1% | $5,850-46.8% |
| Admin fee / account holder | $12,243 | $17,109-28.4% | $13,954-12.3% | $11,596+5.6% |