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 | $132,161 | $106,584+24.0% | $101,326+30.4% | $142,382-7.2% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 16.12% | 36.93%-20.8pp | 36.82%-20.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $11,658 | $3,956+194.7% | $3,665+218.1% | $4,299+171.2% |
| Participant deferral / active EE | $5,514 | $8,297-33.5% | $7,994-31.0% | $6,507-15.3% |
| Admin fee / account holder | $9,168 | $11,446-19.9% | $11,185-18.0% | $12,624-27.4% |