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 | $91,954 | $72,071+27.6% | $68,368+34.5% | $137,256-33.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.33% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,805 | $2,788+0.6% | $2,649+5.9% | $4,156-32.5% |
| Participant deferral / active EE | $8,444 | $4,410+91.5% | $4,123+104.8% | $6,407+31.8% |
| Admin fee / account holder | $2,523 | $5,336-52.7% | $5,150-51.0% | $12,270-79.4% |