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 | $152,307 | $146,267+4.1% | $197,124-22.7% | $82,448+84.7% |
| Participation rate | 94.6% | 84.0%+10.6pp | 86.7%+7.9pp | 68.1%+26.5pp |
| Annual return | 33.57% | 29.61%+4.0pp | 44.34%-10.8pp | 41.64%-8.1pp |
| Employer contribution / active EE | $6,209 | $4,723+31.5% | $6,227-0.3% | $2,551+143.4% |
| Participant deferral / active EE | $15,010 | $7,035+113.4% | $9,135+64.3% | $4,139+262.6% |
| Admin fee / account holder | $10,216 | $14,422-29.2% | $16,298-37.3% | $7,234+41.2% |