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 6-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 | $89,875 | $61,605+45.9% | $112,229-19.9% | $75,163+19.6% |
| Participation rate | 93.4% | 61.7%+31.8pp | 72.4%+21.0pp | 67.2%+26.3pp |
| Annual return | 13.77% | 28.47%-14.7pp | 30.20%-16.4pp | 160.62%-146.9pp |
| Employer contribution / active EE | $4,919 | $2,015+144.0% | $3,430+43.4% | $2,670+84.2% |
| Participant deferral / active EE | $7,187 | $3,108+131.2% | $4,798+49.8% | $4,125+74.2% |
| Admin fee / account holder | $3,754 | $4,862-22.8% | $7,748-51.6% | $5,651-33.6% |