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 8-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 | $155,175 | $175,202-11.4% | $149,673+3.7% | $139,434+11.3% |
| Participation rate | 92.3% | 83.4%+8.9pp | 78.8%+13.5pp | 80.3%+12.0pp |
| Annual return | 21.77% | 166.71%-144.9pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,844 | $5,474-11.5% | $4,818+0.6% | $4,751+2.0% |
| Participant deferral / active EE | $7,729 | $6,519+18.6% | $5,680+36.1% | $6,710+15.2% |
| Admin fee / account holder | $1,242 | $16,150-92.3% | $13,210-90.6% | $11,403-89.1% |