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 | $101,530 | $154,228-34.2% | $145,433-30.2% | $137,256-26.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 87.62% | 74.59%+13.0pp | 66.58%+21.0pp | 220.34%-132.7pp |
| Employer contribution / active EE | $2,973 | $4,804-38.1% | $4,554-34.7% | $4,156-28.5% |
| Participant deferral / active EE | $6,287 | $8,216-23.5% | $7,897-20.4% | $6,407-1.9% |
| Admin fee / account holder | $517 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |