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 | $158,874 | $154,228+3.0% | $145,433+9.2% | $137,256+15.8% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 19.58% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,266 | $4,804+30.4% | $4,554+37.6% | $4,156+50.8% |
| Participant deferral / active EE | $12,221 | $8,216+48.7% | $7,897+54.8% | $6,407+90.8% |
| Admin fee / account holder | $4,032 | $14,344-71.9% | $13,129-69.3% | $12,270-67.1% |