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 6-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 | $115,505 | $94,625+22.1% | $116,228-0.6% | $84,808+36.2% |
| Participation rate | 72.1% | 70.4%+1.6pp | 74.6%-2.5pp | 68.3%+3.7pp |
| Annual return | 14.69% | 20.40%-5.7pp | 90.06%-75.4pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,204 | $2,347-48.7% | $2,994-59.8% | $2,631-54.3% |
| Participant deferral / active EE | $4,251 | $3,972+7.0% | $4,953-14.2% | $4,212+0.9% |
| Admin fee / account holder | $4,404 | $10,091-56.4% | $11,989-63.3% | $7,344-40.0% |