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 10-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 | $142,047 | $159,602-11.0% | $150,045-5.3% | $142,382-0.2% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,909 | $4,961-21.2% | $4,693-16.7% | $4,299-9.1% |
| Participant deferral / active EE | $8,377 | $8,310+0.8% | $7,997+4.8% | $6,507+28.7% |
| Admin fee / account holder | $1,242 | $14,846-91.6% | $13,435-90.8% | $12,624-90.2% |