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 | $128,351 | $152,587-15.9% | $125,175+2.5% | $152,861-16.0% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 17.70% | 54.84%-37.1pp | 43.79%-26.1pp | 345.32%-327.6pp |
| Employer contribution / active EE | $2,882 | $4,946-41.7% | $3,865-25.4% | $4,762-39.5% |
| Participant deferral / active EE | $2,394 | $5,868-59.2% | $4,937-51.5% | $5,850-59.1% |
| Admin fee / account holder | $16,973 | $13,434+26.3% | $9,702+74.9% | $11,596+46.4% |