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 | $94,778 | $101,724-6.8% | $164,813-42.5% | $80,856+17.2% |
| Participation rate | 96.9% | 71.8%+25.0pp | 78.6%+18.3pp | 67.6%+29.2pp |
| Annual return | 11.39% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,797 | $2,953-5.3% | $4,341-35.6% | $2,755+1.5% |
| Participant deferral / active EE | $4,861 | $4,477+8.6% | $6,031-19.4% | $4,296+13.2% |
| Admin fee / account holder | $3,028 | $8,227-63.2% | $12,690-76.1% | $6,918-56.2% |