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 | $106,402 | $80,968+31.4% | $96,544+10.2% | $75,163+41.6% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 12.98% | 27.06%-14.1pp | 25.84%-12.9pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,096 | $2,282-52.0% | $2,965-63.0% | $2,670-59.0% |
| Participant deferral / active EE | $2,660 | $3,928-32.3% | $4,851-45.2% | $4,125-35.5% |
| Admin fee / account holder | $469 | $6,724-93.0% | $8,252-94.3% | $5,651-91.7% |