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 | $139,553 | $177,572-21.4% | $154,803-9.9% | $142,382-2.0% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 19.07% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $6,027 | $4,810+25.3% | $4,305+40.0% | $4,299+40.2% |
| Participant deferral / active EE | $8,835 | $6,272+40.9% | $5,540+59.5% | $6,507+35.8% |
| Admin fee / account holder | $886 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |