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 | $119,758 | $100,923+18.7% | $150,045-20.2% | $74,304+61.2% |
| Participation rate | 85.0% | 70.1%+15.0pp | 82.3%+2.7pp | 60.3%+24.7pp |
| Annual return | 17.04% | 51.77%-34.7pp | 62.55%-45.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $4,139 | $3,463+19.5% | $4,693-11.8% | $2,241+84.7% |
| Participant deferral / active EE | $9,256 | $6,709+38.0% | $7,997+15.7% | $3,767+145.7% |
| Admin fee / account holder | $2,409 | $2,767-12.9% | $13,435-82.1% | $2,969-18.9% |