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 3-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 | $80,765 | $60,892+32.6% | $82,389-2.0% | $84,808-4.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.76% | 37.29%-20.5pp | 28.67%-11.9pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,790 | $1,779+56.8% | $2,517+10.8% | $2,631+6.0% |
| Participant deferral / active EE | $2,712 | $3,179-14.7% | $4,155-34.7% | $4,212-35.6% |
| Admin fee / account holder | $3,841 | $5,467-29.8% | $7,231-46.9% | $7,344-47.7% |