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 | $145,839 | $109,881+32.7% | $150,045-2.8% | $84,808+72.0% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 15.66% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,488 | $3,561-2.1% | $4,693-25.7% | $2,631+32.6% |
| Participant deferral / active EE | $8,715 | $6,636+31.3% | $7,997+9.0% | $4,212+106.9% |
| Admin fee / account holder | $3,352 | $8,568-60.9% | $13,435-75.1% | $7,344-54.4% |