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 | $54,072 | $154,228-64.9% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.17% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,226 | $4,804+8.8% | $4,554+14.7% | $4,156+25.7% |
| Participant deferral / active EE | $15,448 | $8,216+88.0% | $7,897+95.6% | $6,407+141.1% |
| Admin fee / account holder | $4,049 | $14,344-71.8% | $13,129-69.2% | $12,270-67.0% |