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 4-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 | $172,839 | $138,347+24.9% | $184,203-6.2% | $80,856+113.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 11.60% | 20.02%-8.4pp | 28.81%-17.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $7,468 | $4,850+54.0% | $6,427+16.2% | $2,755+171.1% |
| Participant deferral / active EE | $11,995 | $7,071+69.6% | $9,131+31.4% | $4,296+179.2% |
| Admin fee / account holder | $2,768 | $10,483-73.6% | $13,901-80.1% | $6,918-60.0% |