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 | $58,296 | $177,572-67.2% | $154,803-62.3% | $142,382-59.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 20.68% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,815 | $4,810-41.5% | $4,305-34.6% | $4,299-34.5% |
| Participant deferral / active EE | $6,624 | $6,272+5.6% | $5,540+19.6% | $6,507+1.8% |
| Admin fee / account holder | $2,083 | $16,786-87.6% | $14,329-85.5% | $12,624-83.5% |