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 | $114,156 | $185,822-38.6% | $169,993-32.8% | $139,434-18.1% |
| Participation rate | 88.2% | 87.8%+0.5pp | 87.0%+1.2pp | 80.3%+7.9pp |
| Annual return | 17.67% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,900 | $7,590+4.1% | $6,785+16.4% | $4,751+66.3% |
| Participant deferral / active EE | $8,443 | $11,622-27.4% | $10,408-18.9% | $6,710+25.8% |
| Admin fee / account holder | $2,832 | $15,381-81.6% | $12,815-77.9% | $11,403-75.2% |