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 | $114,717 | $163,101-29.7% | $136,749-16.1% | $142,382-19.4% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 13.41% | 27.54%-14.1pp | 24.33%-10.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,802 | $4,117+16.6% | $3,400+41.2% | $4,299+11.7% |
| Participant deferral / active EE | $8,477 | $5,585+51.8% | $4,692+80.7% | $6,507+30.3% |
| Admin fee / account holder | $11,419 | $14,318-20.3% | $11,386+0.3% | $12,624-9.5% |