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 | $110,155 | $148,534-25.8% | $135,903-18.9% | $139,434-21.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.46% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,365 | $5,243+2.3% | $4,856+10.5% | $4,751+12.9% |
| Participant deferral / active EE | $16,297 | $8,100+101.2% | $7,758+110.1% | $6,710+142.9% |
| Admin fee / account holder | $2,200 | $12,400-82.3% | $10,762-79.6% | $11,403-80.7% |