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 | $123,518 | $109,413+12.9% | $156,263-21.0% | $84,808+45.6% |
| Participation rate | 94.7% | 72.7%+22.0pp | 78.9%+15.8pp | 68.3%+26.4pp |
| Annual return | 15.99% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,975 | $2,907+2.3% | $4,333-31.3% | $2,631+13.1% |
| Participant deferral / active EE | $5,178 | $4,590+12.8% | $6,158-15.9% | $4,212+22.9% |
| Admin fee / account holder | $924 | $9,357-90.1% | $14,255-93.5% | $7,344-87.4% |