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 | $82,104 | $159,602-48.6% | $150,045-45.3% | $142,382-42.3% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 18.42% | 70.24%-51.8pp | 62.55%-44.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $5,438 | $4,961+9.6% | $4,693+15.9% | $4,299+26.5% |
| Participant deferral / active EE | $8,518 | $8,310+2.5% | $7,997+6.5% | $6,507+30.9% |
| Admin fee / account holder | $2,025 | $14,846-86.4% | $13,435-84.9% | $12,624-84.0% |