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 | $86,565 | $125,758-31.2% | $169,993-49.1% | $75,163+15.2% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 17.87% | 27.20%-9.3pp | 53.37%-35.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,788 | $4,615+3.8% | $6,785-29.4% | $2,670+79.4% |
| Participant deferral / active EE | $11,390 | $6,837+66.6% | $10,408+9.4% | $4,125+176.1% |
| Admin fee / account holder | $10,654 | $8,173+30.3% | $12,815-16.9% | $5,651+88.5% |