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 | $116,610 | $159,602-26.9% | $150,045-22.3% | $142,382-18.1% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 19.96% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $5,379 | $4,961+8.4% | $4,693+14.6% | $4,299+25.1% |
| Participant deferral / active EE | $15,136 | $8,310+82.1% | $7,997+89.3% | $6,507+132.6% |
| Admin fee / account holder | $4,709 | $14,846-68.3% | $13,435-65.0% | $12,624-62.7% |