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 | $89,152 | $106,749-16.5% | $145,433-38.7% | $82,448+8.1% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.1%+11.7pp | 68.1%+25.7pp |
| Annual return | 19.74% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,966 | $3,444+15.1% | $4,554-12.9% | $2,551+55.5% |
| Participant deferral / active EE | $21,980 | $6,519+237.2% | $7,897+178.3% | $4,139+431.0% |
| Admin fee / account holder | $7,387 | $8,390-12.0% | $13,129-43.7% | $7,234+2.1% |