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 | $128,897 | $112,729+14.3% | $98,716+30.6% | $137,256-6.1% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 12.91% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,807 | $2,725+3.0% | $2,279+23.2% | $4,156-32.5% |
| Participant deferral / active EE | $8,459 | $4,640+82.3% | $4,048+109.0% | $6,407+32.0% |
| Admin fee / account holder | $8,059 | $10,129-20.4% | $8,703-7.4% | $12,270-34.3% |