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 | $122,885 | $106,584+15.3% | $101,326+21.3% | $142,382-13.7% |
| Participation rate | 81.0% | 82.7%-1.7pp | 81.5%-0.5pp | 80.1%+0.8pp |
| Annual return | 15.27% | 36.93%-21.7pp | 36.82%-21.5pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,557 | $3,956-10.1% | $3,665-3.0% | $4,299-17.3% |
| Participant deferral / active EE | $7,975 | $8,297-3.9% | $7,994-0.2% | $6,507+22.6% |
| Admin fee / account holder | $36,854 | $11,446+222.0% | $11,185+229.5% | $12,624+191.9% |