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 | $73,718 | $77,503-4.9% | $100,391-26.6% | $80,856-8.8% |
| Participation rate | 83.3% | 76.9%+6.4pp | 81.5%+1.9pp | 67.6%+15.7pp |
| Annual return | 19.57% | 37.20%-17.6pp | 49.20%-29.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $4,255 | $2,801+51.9% | $3,942+8.0% | $2,755+54.5% |
| Participant deferral / active EE | $7,257 | $6,820+6.4% | $8,082-10.2% | $4,296+68.9% |
| Admin fee / account holder | $3,953 | $5,897-33.0% | $7,899-50.0% | $6,918-42.9% |