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 | $119,027 | $109,881+8.3% | $150,045-20.7% | $84,808+40.3% |
| Participation rate | 94.2% | 76.1%+18.1pp | 82.3%+11.9pp | 68.3%+25.9pp |
| Annual return | 19.42% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,146 | $3,561+16.4% | $4,693-11.7% | $2,631+57.6% |
| Participant deferral / active EE | $10,400 | $6,636+56.7% | $7,997+30.0% | $4,212+146.9% |
| Admin fee / account holder | $4,451 | $8,568-48.1% | $13,435-66.9% | $7,344-39.4% |