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 | $81,149 | $154,228-47.4% | $145,433-44.2% | $137,256-40.9% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,567 | $4,804-4.9% | $4,554+0.3% | $4,156+9.9% |
| Participant deferral / active EE | $9,462 | $8,216+15.2% | $7,897+19.8% | $6,407+47.7% |
| Admin fee / account holder | $1,754 | $14,344-87.8% | $13,129-86.6% | $12,270-85.7% |