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 7-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 | $130,688 | $101,724+28.5% | $164,813-20.7% | $80,856+61.6% |
| Participation rate | 97.6% | 71.8%+25.8pp | 78.6%+19.0pp | 67.6%+30.0pp |
| Annual return | 17.82% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,723 | $2,953-41.7% | $4,341-60.3% | $2,755-37.5% |
| Participant deferral / active EE | $5,498 | $4,477+22.8% | $6,031-8.8% | $4,296+28.0% |
| Admin fee / account holder | $5,896 | $8,227-28.3% | $12,690-53.5% | $6,918-14.8% |