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 5-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 | $102,011 | $106,515-4.2% | $96,683+5.5% | $139,434-26.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 26.17% | 38.43%-12.3pp | 35.69%-9.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $6,910 | $4,103+68.4% | $3,737+84.9% | $4,751+45.4% |
| Participant deferral / active EE | $17,828 | $5,454+226.9% | $4,878+265.5% | $6,710+165.7% |
| Admin fee / account holder | $8,547 | $7,877+8.5% | $6,730+27.0% | $11,403-25.0% |