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 | $57,551 | $57,065+0.9% | $75,670-23.9% | $70,131-17.9% |
| Participation rate | 87.5% | 68.1%+19.4pp | 72.3%+15.2pp | 69.5%+18.0pp |
| Annual return | 18.36% | 23.57%-5.2pp | 27.34%-9.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,398 | $1,817+32.0% | $2,352+2.0% | $2,342+2.4% |
| Participant deferral / active EE | $3,297 | $2,580+27.8% | $3,142+4.9% | $3,332-1.0% |
| Admin fee / account holder | $4,250 | $3,825+11.1% | $5,800-26.7% | $4,645-8.5% |