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 | $107,394 | $238,490-55.0% | $180,183-40.4% | $142,382-24.6% |
| Participation rate | 84.6% | 82.3%+2.4pp | 77.4%+7.2pp | 80.1%+4.5pp |
| Annual return | 18.40% | 33.56%-15.2pp | 27.86%-9.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $7,536 | $6,143+22.7% | $5,039+49.6% | $4,299+75.3% |
| Participant deferral / active EE | $7,887 | $7,996-1.4% | $6,822+15.6% | $6,507+21.2% |
| Admin fee / account holder | $22,415 | $28,866-22.3% | $19,975+12.2% | $12,624+77.6% |