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 5-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 | $109,487 | $93,571+17.0% | $135,903-19.4% | $75,163+45.7% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 17.15% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,283 | $3,537-7.2% | $4,856-32.4% | $2,670+23.0% |
| Participant deferral / active EE | $7,536 | $6,404+17.7% | $7,758-2.9% | $4,125+82.7% |
| Admin fee / account holder | $806 | $6,975-88.5% | $10,762-92.5% | $5,651-85.7% |