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 | $97,608 | $106,515-8.4% | $96,683+1.0% | $139,434-30.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 22.25% | 38.43%-16.2pp | 35.69%-13.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,244 | $4,103-45.3% | $3,737-40.0% | $4,751-52.8% |
| Participant deferral / active EE | $5,467 | $5,454+0.2% | $4,878+12.1% | $6,710-18.5% |
| Admin fee / account holder | $1,787 | $7,877-77.3% | $6,730-73.4% | $11,403-84.3% |