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 8-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 | $210,009 | $159,602+31.6% | $150,045+40.0% | $142,382+47.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,652 | $4,961-6.2% | $4,693-0.9% | $4,299+8.2% |
| Participant deferral / active EE | $3,239 | $8,310-61.0% | $7,997-59.5% | $6,507-50.2% |
| Admin fee / account holder | $5,286 | $14,846-64.4% | $13,435-60.7% | $12,624-58.1% |