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 | $117,816 | $93,571+25.9% | $135,903-13.3% | $75,163+56.7% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 19.55% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $3,716 | $3,537+5.1% | $4,856-23.5% | $2,670+39.2% |
| Participant deferral / active EE | $8,667 | $6,404+35.3% | $7,758+11.7% | $4,125+110.1% |
| Admin fee / account holder | $6,863 | $6,975-1.6% | $10,762-36.2% | $5,651+21.4% |