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 | $102,082 | $81,460+25.3% | $103,333-1.2% | $80,856+26.3% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 12.99% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $8,752 | $3,105+181.9% | $3,868+126.3% | $2,755+217.7% |
| Participant deferral / active EE | $3,306 | $3,869-14.5% | $5,057-34.6% | $4,296-23.0% |
| Admin fee / account holder | $3,991 | $6,566-39.2% | $8,355-52.2% | $6,918-42.3% |