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 | $116,101 | $109,881+5.7% | $150,045-22.6% | $84,808+36.9% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.8pp | 68.3%+5.2pp |
| Annual return | 20.30% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $3,805 | $3,561+6.9% | $4,693-18.9% | $2,631+44.6% |
| Participant deferral / active EE | $10,188 | $6,636+53.5% | $7,997+27.4% | $4,212+141.9% |
| Admin fee / account holder | $3,360 | $8,568-60.8% | $13,435-75.0% | $7,344-54.2% |