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 | $86,179 | $202,432-57.4% | $169,368-49.1% | $139,434-38.2% |
| Participation rate | 89.5% | 81.1%+8.4pp | 77.1%+12.3pp | 80.3%+9.2pp |
| Annual return | 16.40% | 531.74%-515.3pp | 405.60%-389.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,996 | $4,692+27.8% | $4,013+49.4% | $4,751+26.2% |
| Participant deferral / active EE | $6,140 | $6,938-11.5% | $6,221-1.3% | $6,710-8.5% |
| Admin fee / account holder | $3,646 | $10,708-66.0% | $9,003-59.5% | $11,403-68.0% |