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 | $128,290 | $109,881+16.8% | $150,045-14.5% | $84,808+51.3% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,247 | $3,561-8.8% | $4,693-30.8% | $2,631+23.4% |
| Participant deferral / active EE | $6,549 | $6,636-1.3% | $7,997-18.1% | $4,212+55.5% |
| Admin fee / account holder | $7,778 | $8,568-9.2% | $13,435-42.1% | $7,344+5.9% |