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 | $100,135 | $149,734-33.1% | $118,925-15.8% | $158,922-37.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 75.4%+16.3pp | 82.0%+9.7pp |
| Annual return | 20.82% | 19.95%+0.9pp | 35.88%-15.1pp | 302.83%-282.0pp |
| Employer contribution / active EE | $3,365 | $4,115-18.2% | $3,263+3.1% | $4,761-29.3% |
| Participant deferral / active EE | $6,340 | $5,223+21.4% | $4,265+48.7% | $5,982+6.0% |
| Admin fee / account holder | $4,596 | $8,603-46.6% | $6,581-30.2% | $11,246-59.1% |