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 | $124,395 | $154,228-19.3% | $145,433-14.5% | $137,256-9.4% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,649 | $4,804-3.2% | $4,554+2.1% | $4,156+11.9% |
| Participant deferral / active EE | $11,397 | $8,216+38.7% | $7,897+44.3% | $6,407+77.9% |
| Admin fee / account holder | $42,227 | $14,344+194.4% | $13,129+221.6% | $12,270+244.1% |