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 | $92,232 | $93,571-1.4% | $135,903-32.1% | $75,163+22.7% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 20.67% | 30.90%-10.2pp | 68.23%-47.6pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,337 | $3,537-33.9% | $4,856-51.9% | $2,670-12.4% |
| Participant deferral / active EE | $5,207 | $6,404-18.7% | $7,758-32.9% | $4,125+26.2% |
| Admin fee / account holder | $5,647 | $6,975-19.0% | $10,762-47.5% | $5,651-0.1% |