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 7-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 | $105,538 | $177,572-40.6% | $154,803-31.8% | $142,382-25.9% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.54% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,284 | $4,810-10.9% | $4,305-0.5% | $4,299-0.4% |
| Participant deferral / active EE | $4,516 | $6,272-28.0% | $5,540-18.5% | $6,507-30.6% |
| Admin fee / account holder | $2,431 | $16,786-85.5% | $14,329-83.0% | $12,624-80.7% |