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 | $117,796 | $127,065-7.3% | $113,168+4.1% | $142,382-17.3% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 15.79% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,247 | $3,442+23.4% | $2,975+42.7% | $4,299-1.2% |
| Participant deferral / active EE | $6,823 | $5,716+19.4% | $5,107+33.6% | $6,507+4.8% |
| Admin fee / account holder | $5,153 | $15,736-67.3% | $12,068-57.3% | $12,624-59.2% |