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 | $68,828 | $159,602-56.9% | $150,045-54.1% | $142,382-51.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.57% | 70.24%-47.7pp | 62.55%-40.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $5,232 | $4,961+5.5% | $4,693+11.5% | $4,299+21.7% |
| Participant deferral / active EE | $11,277 | $8,310+35.7% | $7,997+41.0% | $6,507+73.3% |
| Admin fee / account holder | $1,679 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |