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 | $102,899 | $80,673+27.6% | $101,326+1.6% | $84,808+21.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 20.01% | 38.95%-18.9pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $4,119 | $2,698+52.7% | $3,665+12.4% | $2,631+56.5% |
| Participant deferral / active EE | $7,033 | $6,840+2.8% | $7,994-12.0% | $4,212+67.0% |
| Admin fee / account holder | $645 | $12,784-95.0% | $11,185-94.2% | $7,344-91.2% |