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 | $143,156 | $165,335-13.4% | $149,696-4.4% | $158,922-9.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+9.0pp |
| Annual return | 21.20% | 348.15%-326.9pp | 276.60%-255.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,901 | $5,103-62.7% | $4,644-59.1% | $4,761-60.1% |
| Participant deferral / active EE | $5,764 | $7,181-19.7% | $6,842-15.7% | $5,982-3.6% |
| Admin fee / account holder | $3,184 | $10,807-70.5% | $9,309-65.8% | $11,246-71.7% |