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 | $116,985 | $77,314+51.3% | $177,989-34.3% | $80,856+44.7% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.6%+16.1pp |
| Annual return | 13.08% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,257 | $2,292-1.5% | $3,949-42.8% | $2,755-18.1% |
| Participant deferral / active EE | $5,005 | $4,411+13.5% | $6,276-20.3% | $4,296+16.5% |
| Admin fee / account holder | $4,042 | $7,191-43.8% | $10,363-61.0% | $6,918-41.6% |