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 | $116,955 | $109,881+6.4% | $150,045-22.1% | $84,808+37.9% |
| Participation rate | 79.5% | 76.1%+3.5pp | 82.3%-2.8pp | 68.3%+11.2pp |
| Annual return | 20.71% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,583 | $3,561+0.6% | $4,693-23.7% | $2,631+36.2% |
| Participant deferral / active EE | $4,983 | $6,636-24.9% | $7,997-37.7% | $4,212+18.3% |
| Admin fee / account holder | $9,669 | $8,568+12.9% | $13,435-28.0% | $7,344+31.7% |