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 | $101,956 | $77,634+31.3% | $156,549-34.9% | $62,891+62.1% |
| Participation rate | 93.3% | 71.2%+22.1pp | 84.0%+9.3pp | 69.3%+24.0pp |
| Annual return | 12.64% | 50.32%-37.7pp | 32.23%-19.6pp | 20.14%-7.5pp |
| Employer contribution / active EE | $3,238 | $3,444-6.0% | $5,501-41.1% | $2,281+42.0% |
| Participant deferral / active EE | $3,398 | $3,045+11.6% | $4,871-30.2% | $3,203+6.1% |
| Admin fee / account holder | $4,058 | $5,561-27.0% | $13,027-68.9% | $4,296-5.5% |