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 | $58,318 | $148,534-60.7% | $135,903-57.1% | $139,434-58.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 23.35% | 79.19%-55.8pp | 68.23%-44.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $5,523 | $5,243+5.3% | $4,856+13.7% | $4,751+16.3% |
| Participant deferral / active EE | $9,233 | $8,100+14.0% | $7,758+19.0% | $6,710+37.6% |
| Admin fee / account holder | $2,984 | $12,400-75.9% | $10,762-72.3% | $11,403-73.8% |