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 | $140,071 | $109,881+27.5% | $150,045-6.6% | $84,808+65.2% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.2pp | 68.3%+30.3pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,546 | $3,561-0.4% | $4,693-24.4% | $2,631+34.8% |
| Participant deferral / active EE | $9,482 | $6,636+42.9% | $7,997+18.6% | $4,212+125.1% |
| Admin fee / account holder | $1,258 | $8,568-85.3% | $13,435-90.6% | $7,344-82.9% |