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 9-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 | $100,435 | $81,248+23.6% | $155,509-35.4% | $80,856+24.2% |
| Participation rate | 81.1% | 66.2%+14.9pp | 78.2%+2.9pp | 67.6%+13.4pp |
| Annual return | 10.74% | 33.31%-22.6pp | 64.67%-53.9pp | 35.59%-24.9pp |
| Employer contribution / active EE | $5,745 | $3,100+85.3% | $4,672+23.0% | $2,755+108.5% |
| Participant deferral / active EE | $3,416 | $3,452-1.0% | $5,626-39.3% | $4,296-20.5% |
| Admin fee / account holder | $21,757 | $7,997+172.1% | $15,912+36.7% | $6,918+214.5% |