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 8-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 | $109,823 | $109,413+0.4% | $156,263-29.7% | $84,808+29.5% |
| Participation rate | 87.1% | 72.7%+14.5pp | 78.9%+8.2pp | 68.3%+18.8pp |
| Annual return | 17.93% | 20.18%-2.2pp | 59.47%-41.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,776 | $2,907+29.9% | $4,333-12.9% | $2,631+43.5% |
| Participant deferral / active EE | $6,978 | $4,590+52.0% | $6,158+13.3% | $4,212+65.7% |
| Admin fee / account holder | $7,920 | $9,357-15.4% | $14,255-44.4% | $7,344+7.8% |