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 | $93,004 | $86,286+7.8% | $111,297-16.4% | $85,850+8.3% |
| Participation rate | 80.8% | 73.3%+7.5pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 19.31% | 19.99%-0.7pp | 54.65%-35.3pp | 318.53%-299.2pp |
| Employer contribution / active EE | $2,965 | $2,043+45.1% | $2,731+8.6% | $2,565+15.6% |
| Participant deferral / active EE | $5,454 | $3,641+49.8% | $4,487+21.5% | $3,952+38.0% |
| Admin fee / account holder | $7,807 | $8,188-4.6% | $7,964-2.0% | $6,260+24.7% |