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 7-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 | $137,352 | $159,602-13.9% | $150,045-8.5% | $142,382-3.5% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 13.20% | 70.24%-57.0pp | 62.55%-49.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,977 | $4,961-19.8% | $4,693-15.3% | $4,299-7.5% |
| Participant deferral / active EE | $11,967 | $8,310+44.0% | $7,997+49.6% | $6,507+83.9% |
| Admin fee / account holder | $48,755 | $14,846+228.4% | $13,435+262.9% | $12,624+286.2% |