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 6-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 | $126,904 | $79,944+58.7% | $98,439+28.9% | $75,163+68.8% |
| Participation rate | 71.1% | 70.4%+0.7pp | 75.2%-4.0pp | 67.2%+3.9pp |
| Annual return | 13.87% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,063 | $2,264-8.9% | $3,048-32.3% | $2,670-22.7% |
| Participant deferral / active EE | $5,270 | $3,752+40.4% | $4,738+11.2% | $4,125+27.7% |
| Admin fee / account holder | $7,281 | $6,840+6.4% | $8,948-18.6% | $5,651+28.8% |