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 | $78,304 | $71,057+10.2% | $93,654-16.4% | $80,874-3.2% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.6%+5.7pp |
| Annual return | 18.15% | 11.26%+6.9pp | 133.34%-115.2pp | 35.62%-17.5pp |
| Employer contribution / active EE | $3,270 | $1,564+109.1% | $2,421+35.1% | $2,756+18.7% |
| Participant deferral / active EE | $6,035 | $4,034+49.6% | $4,413+36.8% | $4,297+40.4% |
| Admin fee / account holder | $5,371 | $6,944-22.7% | $8,282-35.2% | $6,935-22.6% |