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 | $122,087 | $159,602-23.5% | $150,045-18.6% | $142,382-14.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,202 | $4,961-35.5% | $4,693-31.8% | $4,299-25.5% |
| Participant deferral / active EE | $7,956 | $8,310-4.3% | $7,997-0.5% | $6,507+22.3% |
| Admin fee / account holder | $13,266 | $14,846-10.6% | $13,435-1.3% | $12,624+5.1% |