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 | $113,095 | $109,413+3.4% | $156,263-27.6% | $84,808+33.4% |
| Participation rate | 81.4% | 72.7%+8.7pp | 78.9%+2.4pp | 68.3%+13.0pp |
| Annual return | 20.69% | 20.18%+0.5pp | 59.47%-38.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,492 | $2,907+20.1% | $4,333-19.4% | $2,631+32.7% |
| Participant deferral / active EE | $8,979 | $4,590+95.6% | $6,158+45.8% | $4,212+113.2% |
| Admin fee / account holder | $2,894 | $9,357-69.1% | $14,255-79.7% | $7,344-60.6% |