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 | $95,358 | $74,888+27.3% | $71,209+33.9% | $142,382-33.0% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 14.90% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,199 | $2,854+12.1% | $2,721+17.6% | $4,299-25.6% |
| Participant deferral / active EE | $4,920 | $4,454+10.5% | $4,175+17.8% | $6,507-24.4% |
| Admin fee / account holder | $19,083 | $5,568+242.7% | $5,349+256.8% | $12,624+51.2% |