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 | $134,500 | $159,602-15.7% | $150,045-10.4% | $142,382-5.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 13.97% | 70.24%-56.3pp | 62.55%-48.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,654 | $4,961-46.5% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $8,662 | $8,310+4.2% | $7,997+8.3% | $6,507+33.1% |
| Admin fee / account holder | $2,177 | $14,846-85.3% | $13,435-83.8% | $12,624-82.8% |