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 | $236,290 | $106,515+121.8% | $96,683+144.4% | $139,434+69.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 11.07% | 38.43%-27.4pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $3,814 | $4,103-7.0% | $3,737+2.1% | $4,751-19.7% |
| Participant deferral / active EE | $6,218 | $5,454+14.0% | $4,878+27.5% | $6,710-7.3% |
| Admin fee / account holder | $19,783 | $7,877+151.1% | $6,730+194.0% | $11,403+73.5% |