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 | $120,320 | $159,602-24.6% | $150,045-19.8% | $142,382-15.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 15.54% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $13,194 | $4,961+166.0% | $4,693+181.1% | $4,299+206.9% |
| Participant deferral / active EE | $38,799 | $8,310+366.9% | $7,997+385.2% | $6,507+496.2% |
| Admin fee / account holder | $69,723 | $14,846+369.6% | $13,435+419.0% | $12,624+452.3% |