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 6-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 | $118,814 | $109,881+8.1% | $150,045-20.8% | $84,808+40.1% |
| Participation rate | 95.4% | 76.1%+19.3pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 15.14% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,307 | $3,561-35.2% | $4,693-50.8% | $2,631-12.3% |
| Participant deferral / active EE | $6,552 | $6,636-1.3% | $7,997-18.1% | $4,212+55.6% |
| Admin fee / account holder | $2,702 | $8,568-68.5% | $13,435-79.9% | $7,344-63.2% |