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 | $103,850 | $87,733+18.4% | $106,548-2.5% | $85,850+21.0% |
| Participation rate | 90.9% | 71.9%+19.0pp | 76.1%+14.8pp | 69.3%+21.6pp |
| Annual return | 21.49% | 21.86%-0.4pp | 26.80%-5.3pp | 318.53%-297.0pp |
| Employer contribution / active EE | $1,079 | $2,073-48.0% | $2,819-61.7% | $2,565-57.9% |
| Participant deferral / active EE | $3,471 | $3,469+0.1% | $4,398-21.1% | $3,952-12.2% |
| Admin fee / account holder | $14,910 | $6,767+120.3% | $7,407+101.3% | $6,260+138.2% |