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 | $164,415 | $138,347+18.8% | $184,203-10.7% | $80,856+103.3% |
| Participation rate | 87.7% | 83.9%+3.8pp | 86.8%+0.9pp | 67.6%+20.0pp |
| Annual return | 16.86% | 20.02%-3.2pp | 28.81%-11.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $4,380 | $4,850-9.7% | $6,427-31.8% | $2,755+59.0% |
| Participant deferral / active EE | $7,681 | $7,071+8.6% | $9,131-15.9% | $4,296+78.8% |
| Admin fee / account holder | $1,384 | $10,483-86.8% | $13,901-90.0% | $6,918-80.0% |