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 | $110,278 | $109,881+0.4% | $150,045-26.5% | $84,808+30.0% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.1pp | 68.3%+23.1pp |
| Annual return | 21.95% | 28.25%-6.3pp | 62.55%-40.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,309 | $3,561-35.2% | $4,693-50.8% | $2,631-12.2% |
| Participant deferral / active EE | $4,311 | $6,636-35.0% | $7,997-46.1% | $4,212+2.4% |
| Admin fee / account holder | $2,345 | $8,568-72.6% | $13,435-82.5% | $7,344-68.1% |