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 6-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 | $98,469 | $162,781-39.5% | $133,956-26.5% | $158,922-38.0% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 17.34% | 41.94%-24.6pp | 45.09%-27.8pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,289 | $4,975-33.9% | $3,919-16.1% | $4,761-30.9% |
| Participant deferral / active EE | $4,866 | $5,911-17.7% | $5,048-3.6% | $5,982-18.7% |
| Admin fee / account holder | $5,273 | $11,736-55.1% | $8,927-40.9% | $11,246-53.1% |