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 | $107,790 | $117,983-8.6% | $101,794+5.9% | $142,382-24.3% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 20.48% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,777 | $2,773+0.2% | $2,289+21.3% | $4,299-35.4% |
| Participant deferral / active EE | $7,253 | $4,714+53.9% | $4,084+77.6% | $6,507+11.5% |
| Admin fee / account holder | $1,921 | $10,433-81.6% | $8,777-78.1% | $12,624-84.8% |