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 | $86,388 | $80,717+7.0% | $154,803-44.2% | $84,808+1.9% |
| Participation rate | 72.9% | 66.8%+6.0pp | 78.1%-5.2pp | 68.3%+4.5pp |
| Annual return | 26.94% | 37.96%-11.0pp | 58.88%-31.9pp | 40.90%-14.0pp |
| Employer contribution / active EE | $2,203 | $2,761-20.2% | $4,305-48.8% | $2,631-16.3% |
| Participant deferral / active EE | $4,462 | $3,303+35.1% | $5,540-19.5% | $4,212+5.9% |
| Admin fee / account holder | $1,692 | $6,746-74.9% | $14,329-88.2% | $7,344-77.0% |