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 | $159,602+2.7% | $150,045+9.2% | $142,382+15.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 20.61% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,288 | $4,961+6.6% | $4,693+12.7% | $4,299+23.0% |
| Participant deferral / active EE | $14,201 | $8,310+70.9% | $7,997+77.6% | $6,507+118.2% |
| Admin fee / account holder | $1,171 | $14,846-92.1% | $13,435-91.3% | $12,624-90.7% |