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 | $89,430 | $154,228-42.0% | $145,433-38.5% | $137,256-34.8% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 18.70% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,679 | $4,804-2.6% | $4,554+2.7% | $4,156+12.6% |
| Participant deferral / active EE | $9,224 | $8,216+12.3% | $7,897+16.8% | $6,407+44.0% |
| Admin fee / account holder | $2,860 | $14,344-80.1% | $13,129-78.2% | $12,270-76.7% |