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 | $104,957 | $95,416+10.0% | $185,823-43.5% | $85,850+22.3% |
| Participation rate | 88.7% | 68.8%+19.9pp | 81.7%+7.0pp | 69.3%+19.4pp |
| Annual return | 17.75% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,620 | $3,314-51.1% | $5,167-68.7% | $2,565-36.9% |
| Participant deferral / active EE | $1,797 | $3,423-47.5% | $5,568-67.7% | $3,952-54.5% |
| Admin fee / account holder | $9,224 | $7,213+27.9% | $16,237-43.2% | $6,260+47.3% |