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 | $155,692 | $109,413+42.3% | $156,263-0.4% | $84,808+83.6% |
| Participation rate | 73.3% | 72.7%+0.6pp | 78.9%-5.6pp | 68.3%+5.0pp |
| Annual return | 16.39% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,402 | $2,907-51.8% | $4,333-67.7% | $2,631-46.7% |
| Participant deferral / active EE | $6,997 | $4,590+52.4% | $6,158+13.6% | $4,212+66.1% |
| Admin fee / account holder | $4,555 | $9,357-51.3% | $14,255-68.0% | $7,344-38.0% |