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 | $86,387 | $77,503+11.5% | $100,391-13.9% | $80,856+6.8% |
| Participation rate | 70.0% | 76.9%-6.9pp | 81.5%-11.5pp | 67.6%+2.4pp |
| Annual return | 12.62% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,563 | $2,801-44.2% | $3,942-60.3% | $2,755-43.3% |
| Participant deferral / active EE | $4,613 | $6,820-32.4% | $8,082-42.9% | $4,296+7.4% |
| Admin fee / account holder | $15,137 | $5,897+156.7% | $7,899+91.6% | $6,918+118.8% |