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 | $136,117 | $210,408-35.3% | $153,485-11.3% | $145,922-6.7% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.1pp |
| Annual return | 18.28% | 13.37%+4.9pp | 15.65%+2.6pp | 561.29%-543.0pp |
| Employer contribution / active EE | $2,435 | $6,048-59.7% | $5,039-51.7% | $4,660-47.7% |
| Participant deferral / active EE | $9,101 | $7,975+14.1% | $6,757+34.7% | $6,688+36.1% |
| Admin fee / account holder | $6,902 | $19,419-64.5% | $12,724-45.8% | $13,397-48.5% |