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 | $89,901 | $106,749-15.8% | $145,433-38.2% | $82,448+9.0% |
| Participation rate | 87.0% | 75.6%+11.4pp | 82.1%+4.9pp | 68.1%+19.0pp |
| Annual return | 20.14% | 27.59%-7.5pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,736 | $3,444+37.5% | $4,554+4.0% | $2,551+85.7% |
| Participant deferral / active EE | $10,083 | $6,519+54.7% | $7,897+27.7% | $4,139+143.6% |
| Admin fee / account holder | $2,876 | $8,390-65.7% | $13,129-78.1% | $7,234-60.2% |