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 3-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 | $110,510 | $154,228-28.3% | $145,433-24.0% | $137,256-19.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,496 | $4,804-6.4% | $4,554-1.3% | $4,156+8.2% |
| Participant deferral / active EE | $9,559 | $8,216+16.3% | $7,897+21.0% | $6,407+49.2% |
| Admin fee / account holder | $7,430 | $14,344-48.2% | $13,129-43.4% | $12,270-39.5% |