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 | $151,529 | $154,228-1.7% | $145,433+4.2% | $137,256+10.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.66% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $5,196 | $4,804+8.2% | $4,554+14.1% | $4,156+25.0% |
| Participant deferral / active EE | $15,700 | $8,216+91.1% | $7,897+98.8% | $6,407+145.1% |
| Admin fee / account holder | $1,142 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |