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 | $104,162 | $69,454+50.0% | $180,183-42.2% | $74,304+40.2% |
| Participation rate | 70.8% | 61.8%+9.0pp | 77.4%-6.6pp | 60.3%+10.5pp |
| Annual return | 26.38% | 25.86%+0.5pp | 27.86%-1.5pp | 29.43%-3.1pp |
| Employer contribution / active EE | $5,806 | $3,155+84.0% | $5,039+15.2% | $2,241+159.1% |
| Participant deferral / active EE | $6,855 | $4,662+47.0% | $6,822+0.5% | $3,767+82.0% |
| Admin fee / account holder | $3,698 | $3,036+21.8% | $19,975-81.5% | $2,969+24.6% |