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 | $189,530 | $209,336-9.5% | $197,124-3.9% | $137,256+38.1% |
| Participation rate | 91.3% | 87.3%+4.0pp | 86.7%+4.6pp | 80.0%+11.3pp |
| Annual return | 12.82% | 48.09%-35.3pp | 44.34%-31.5pp | 220.34%-207.5pp |
| Employer contribution / active EE | $6,061 | $6,591-8.0% | $6,227-2.7% | $4,156+45.8% |
| Participant deferral / active EE | $8,314 | $9,614-13.5% | $9,135-9.0% | $6,407+29.8% |
| Admin fee / account holder | $15,415 | $17,308-10.9% | $16,298-5.4% | $12,270+25.6% |