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 | $220,449 | $159,602+38.1% | $150,045+46.9% | $142,382+54.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 16.75% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,031 | $4,961-38.9% | $4,693-35.4% | $4,299-29.5% |
| Participant deferral / active EE | $10,207 | $8,310+22.8% | $7,997+27.6% | $6,507+56.9% |
| Admin fee / account holder | $2,825 | $14,846-81.0% | $13,435-79.0% | $12,624-77.6% |