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 | $103,439 | $101,724+1.7% | $164,813-37.2% | $80,856+27.9% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.6%+5.4pp |
| Annual return | 85.82% | 16.72%+69.1pp | 69.93%+15.9pp | 35.59%+50.2pp |
| Employer contribution / active EE | $2,148 | $2,953-27.3% | $4,341-50.5% | $2,755-22.0% |
| Participant deferral / active EE | $3,496 | $4,477-21.9% | $6,031-42.0% | $4,296-18.6% |
| Admin fee / account holder | $860 | $8,227-89.6% | $12,690-93.2% | $6,918-87.6% |