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 3-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 | $162,825 | $148,534+9.6% | $135,903+19.8% | $139,434+16.8% |
| Participation rate | 81.3% | 83.9%-2.6pp | 81.9%-0.7pp | 80.3%+0.9pp |
| Annual return | 14.67% | 79.19%-64.5pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $4,038 | $5,243-23.0% | $4,856-16.9% | $4,751-15.0% |
| Participant deferral / active EE | $11,852 | $8,100+46.3% | $7,758+52.8% | $6,710+76.6% |
| Admin fee / account holder | $2,742 | $12,400-77.9% | $10,762-74.5% | $11,403-76.0% |