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 | $163,896 | $154,228+6.3% | $145,433+12.7% | $137,256+19.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.61% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,288 | $4,804+10.1% | $4,554+16.1% | $4,156+27.2% |
| Participant deferral / active EE | $14,201 | $8,216+72.8% | $7,897+79.8% | $6,407+121.6% |
| Admin fee / account holder | $1,171 | $14,344-91.8% | $13,129-91.1% | $12,270-90.5% |