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 9-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 | $119,845 | $109,413+9.5% | $156,263-23.3% | $84,808+41.3% |
| Participation rate | 74.2% | 72.7%+1.5pp | 78.9%-4.7pp | 68.3%+5.9pp |
| Annual return | 20.33% | 20.18%+0.1pp | 59.47%-39.1pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,664 | $2,907+26.1% | $4,333-15.4% | $2,631+39.3% |
| Participant deferral / active EE | $6,943 | $4,590+51.3% | $6,158+12.7% | $4,212+64.9% |
| Admin fee / account holder | $5,664 | $9,357-39.5% | $14,255-60.3% | $7,344-22.9% |