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 | $187,963 | $238,490-21.2% | $180,183+4.3% | $142,382+32.0% |
| Participation rate | 90.5% | 82.3%+8.2pp | 77.4%+13.0pp | 80.1%+10.4pp |
| Annual return | 15.07% | 33.56%-18.5pp | 27.86%-12.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,041 | $6,143-50.5% | $5,039-39.6% | $4,299-29.3% |
| Participant deferral / active EE | $7,076 | $7,996-11.5% | $6,822+3.7% | $6,507+8.7% |
| Admin fee / account holder | $1,353 | $28,866-95.3% | $19,975-93.2% | $12,624-89.3% |