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 | $62,303 | $176,056-64.6% | $159,436-60.9% | $167,490-62.8% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 15.19% | 331.75%-316.6pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,498 | $5,297-52.9% | $4,829-48.3% | $4,837-48.4% |
| Participant deferral / active EE | $5,700 | $7,750-26.4% | $7,352-22.5% | $6,341-10.1% |
| Admin fee / account holder | $1,264 | $12,554-89.9% | $10,799-88.3% | $12,309-89.7% |