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 | $106,100 | $95,803+10.7% | $113,168-6.2% | $84,808+25.1% |
| Participation rate | 73.7% | 72.9%+0.8pp | 76.6%-2.9pp | 68.3%+5.4pp |
| Annual return | 24.98% | 25.00%0pp | 24.27%+0.7pp | 40.90%-15.9pp |
| Employer contribution / active EE | $1,804 | $2,360-23.5% | $2,975-39.4% | $2,631-31.4% |
| Participant deferral / active EE | $4,219 | $4,242-0.5% | $5,107-17.4% | $4,212+0.2% |
| Admin fee / account holder | $3,266 | $8,989-63.7% | $12,068-72.9% | $7,344-55.5% |