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 | $114,326 | $81,248+40.7% | $155,509-26.5% | $80,856+41.4% |
| Participation rate | 73.6% | 66.2%+7.4pp | 78.2%-4.6pp | 67.6%+6.0pp |
| Annual return | 18.70% | 33.31%-14.6pp | 64.67%-46.0pp | 35.59%-16.9pp |
| Employer contribution / active EE | $3,077 | $3,100-0.8% | $4,672-34.2% | $2,755+11.7% |
| Participant deferral / active EE | $3,900 | $3,452+13.0% | $5,626-30.7% | $4,296-9.2% |
| Admin fee / account holder | $2,184 | $7,997-72.7% | $15,912-86.3% | $6,918-68.4% |