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 | $100,730 | $106,749-5.6% | $145,433-30.7% | $82,448+22.2% |
| Participation rate | 90.6% | 75.6%+15.0pp | 82.1%+8.5pp | 68.1%+22.6pp |
| Annual return | 17.46% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,491 | $3,444-27.7% | $4,554-45.3% | $2,551-2.3% |
| Participant deferral / active EE | $5,980 | $6,519-8.3% | $7,897-24.3% | $4,139+44.5% |
| Admin fee / account holder | $1,098 | $8,390-86.9% | $13,129-91.6% | $7,234-84.8% |