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 | $118,809 | $93,571+27.0% | $135,903-12.6% | $75,163+58.1% |
| Participation rate | 82.6% | 75.2%+7.4pp | 81.9%+0.7pp | 67.2%+15.4pp |
| Annual return | 21.60% | 30.90%-9.3pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,322 | $6,404-1.3% | $7,758-18.5% | $4,125+53.3% |
| Admin fee / account holder | $3,765 | $6,975-46.0% | $10,762-65.0% | $5,651-33.4% |