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 | $140,019 | $109,881+27.4% | $150,045-6.7% | $84,808+65.1% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.7pp | 68.3%+7.3pp |
| Annual return | 30.44% | 28.25%+2.2pp | 62.55%-32.1pp | 40.90%-10.5pp |
| Employer contribution / active EE | $3,677 | $3,561+3.2% | $4,693-21.7% | $2,631+39.8% |
| Participant deferral / active EE | $11,788 | $6,636+77.6% | $7,997+47.4% | $4,212+179.9% |
| Admin fee / account holder | $1,764 | $8,568-79.4% | $13,435-86.9% | $7,344-76.0% |