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 | $114,838 | $101,724+12.9% | $164,813-30.3% | $80,856+42.0% |
| Participation rate | 82.5% | 71.8%+10.7pp | 78.6%+3.9pp | 67.6%+14.9pp |
| Annual return | 14.71% | 16.72%-2.0pp | 69.93%-55.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,088 | $2,953-29.3% | $4,341-51.9% | $2,755-24.2% |
| Participant deferral / active EE | $7,304 | $4,477+63.1% | $6,031+21.1% | $4,296+70.0% |
| Admin fee / account holder | $7,921 | $8,227-3.7% | $12,690-37.6% | $6,918+14.5% |