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 | $159,602-44.0% | $150,045-40.4% | $142,382-37.2% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,679 | $4,961-5.7% | $4,693-0.3% | $4,299+8.8% |
| Participant deferral / active EE | $9,224 | $8,310+11.0% | $7,997+15.3% | $6,507+41.8% |
| Admin fee / account holder | $2,860 | $14,846-80.7% | $13,435-78.7% | $12,624-77.3% |