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 | $53,774 | $100,970-46.7% | $96,576-44.3% | $137,256-60.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 14.77% | 38.16%-23.4pp | 38.47%-23.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,796 | $3,809+25.9% | $3,553+35.0% | $4,156+15.4% |
| Participant deferral / active EE | $8,522 | $8,286+2.8% | $7,956+7.1% | $6,407+33.0% |
| Admin fee / account holder | $4,252 | $11,312-62.4% | $11,381-62.6% | $12,270-65.3% |