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 | $156,614 | $172,111-9.0% | $150,298+4.2% | $137,256+14.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 13.37% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,250 | $4,636-51.5% | $4,154-45.8% | $4,156-45.9% |
| Participant deferral / active EE | $5,902 | $6,166-4.3% | $5,453+8.2% | $6,407-7.9% |
| Admin fee / account holder | $2,468 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |