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 6-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 | $111,833 | $93,571+19.5% | $135,903-17.7% | $75,163+48.8% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 15.72% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,707 | $3,537+4.8% | $4,856-23.7% | $2,670+38.9% |
| Participant deferral / active EE | $7,167 | $6,404+11.9% | $7,758-7.6% | $4,125+73.7% |
| Admin fee / account holder | $3,187 | $6,975-54.3% | $10,762-70.4% | $5,651-43.6% |