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 | $63,094 | $161,352-60.9% | $134,172-53.0% | $137,256-54.0% |
| Participation rate | 78.6% | 78.3%+0.3pp | 72.5%+6.1pp | 80.0%-1.4pp |
| Annual return | 13.48% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,093 | $4,099-73.3% | $3,420-68.0% | $4,156-73.7% |
| Participant deferral / active EE | $6,598 | $5,552+18.8% | $4,690+40.7% | $6,407+3.0% |
| Admin fee / account holder | $1,477 | $15,028-90.2% | $12,016-87.7% | $12,270-88.0% |