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 | $100,589 | $118,427-15.1% | $66,042+52.3% | $142,382-29.4% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 17.85% | 35.57%-17.7pp | 52.11%-34.3pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,099 | $2,570+20.6% | $1,579+96.2% | $4,299-27.9% |
| Participant deferral / active EE | $10,809 | $4,311+150.7% | $2,835+281.2% | $6,507+66.1% |
| Admin fee / account holder | $2,926 | $9,593-69.5% | $5,747-49.1% | $12,624-76.8% |