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 6-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 | $147,408 | $148,534-0.8% | $135,903+8.5% | $139,434+5.7% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 17.25% | 79.19%-61.9pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,920 | $5,243-6.2% | $4,856+1.3% | $4,751+3.6% |
| Participant deferral / active EE | $14,060 | $8,100+73.6% | $7,758+81.2% | $6,710+109.5% |
| Admin fee / account holder | $1,552 | $12,400-87.5% | $10,762-85.6% | $11,403-86.4% |