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 5-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 | $33,817 | $106,584-68.3% | $101,326-66.6% | $142,382-76.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.17% | 36.93%-18.8pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,249 | $3,956+7.4% | $3,665+15.9% | $4,299-1.2% |
| Participant deferral / active EE | $11,116 | $8,297+34.0% | $7,994+39.1% | $6,507+70.8% |
| Admin fee / account holder | $9,283 | $11,446-18.9% | $11,185-17.0% | $12,624-26.5% |