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 | $92,195 | $74,927+23.0% | $101,794-9.4% | $84,808+8.7% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.2%+15.8pp | 68.3%+16.7pp |
| Annual return | 14.16% | 18.70%-4.5pp | 30.53%-16.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,079 | $1,522+168.0% | $2,289+78.2% | $2,631+55.0% |
| Participant deferral / active EE | $6,767 | $3,099+118.4% | $4,084+65.7% | $4,212+60.7% |
| Admin fee / account holder | $2,794 | $6,514-57.1% | $8,777-68.2% | $7,344-62.0% |