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 | $149,370 | $106,515+40.2% | $96,683+54.5% | $139,434+7.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.62% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,611 | $4,103-36.4% | $3,737-30.1% | $4,751-45.0% |
| Participant deferral / active EE | $8,227 | $5,454+50.8% | $4,878+68.6% | $6,710+22.6% |
| Admin fee / account holder | $4,844 | $7,877-38.5% | $6,730-28.0% | $11,403-57.5% |