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 4-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 | $107,723 | $109,881-2.0% | $150,045-28.2% | $84,808+27.0% |
| Participation rate | 91.7% | 76.1%+15.6pp | 82.3%+9.3pp | 68.3%+23.4pp |
| Annual return | 18.69% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,390 | $3,561+23.3% | $4,693-6.5% | $2,631+66.9% |
| Participant deferral / active EE | $14,623 | $6,636+120.4% | $7,997+82.9% | $4,212+247.2% |
| Admin fee / account holder | $11,163 | $8,568+30.3% | $13,435-16.9% | $7,344+52.0% |