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 | $89,010 | $90,503-1.6% | $78,689+13.1% | $273,961-67.5% |
| Participation rate | 84.2% | 76.5%+7.7pp | 73.6%+10.6pp | 83.0%+1.2pp |
| Annual return | 7.12% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $8,623 | $3,176+171.5% | $2,851+202.5% | $4,869+77.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,760 | $5,263+142.4% | $4,510+182.9% | $10,132+25.9% |