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 7-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 | $180,254 | $118,450+52.2% | $98,439+83.1% | $139,434+29.3% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 13.21% | 18.94%-5.7pp | 21.16%-8.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,356 | $3,609-7.0% | $3,048+10.1% | $4,751-29.4% |
| Participant deferral / active EE | $7,165 | $5,392+32.9% | $4,738+51.2% | $6,710+6.8% |
| Admin fee / account holder | $1,085 | $14,026-92.3% | $8,948-87.9% | $11,403-90.5% |