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 9-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 | $122,065 | $159,602-23.5% | $150,045-18.6% | $142,382-14.3% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.3%+4.0pp | 80.1%+6.2pp |
| Annual return | 14.35% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,765 | $4,961-3.9% | $4,693+1.5% | $4,299+10.8% |
| Participant deferral / active EE | $8,294 | $8,310-0.2% | $7,997+3.7% | $6,507+27.5% |
| Admin fee / account holder | $1,246 | $14,846-91.6% | $13,435-90.7% | $12,624-90.1% |