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 | $104,580 | $72,012+45.2% | $185,823-43.7% | $79,858+31.0% |
| Participation rate | 91.1% | 65.8%+25.3pp | 78.0%+13.1pp | 69.6%+21.5pp |
| Annual return | 14.18% | 23.12%-8.9pp | 35.95%-21.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,923 | $1,965-2.1% | $4,087-53.0% | $2,471-22.2% |
| Participant deferral / active EE | $4,747 | $3,779+25.6% | $5,632-15.7% | $3,740+26.9% |
| Admin fee / account holder | $3,729 | $4,513-17.4% | $9,500-60.7% | $5,306-29.7% |