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 | $171,187 | $86,929+96.9% | $102,423+67.1% | $80,856+111.7% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.2pp |
| Annual return | 11.12% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,192 | $2,369-7.5% | $3,023-27.5% | $2,755-20.4% |
| Participant deferral / active EE | $4,941 | $4,118+20.0% | $5,053-2.2% | $4,296+15.0% |
| Admin fee / account holder | $1,529 | $8,049-81.0% | $9,451-83.8% | $6,918-77.9% |