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 | $134,119 | $80,717+66.2% | $154,803-13.4% | $84,808+58.1% |
| Participation rate | 70.9% | 66.8%+4.1pp | 78.1%-7.2pp | 68.3%+2.6pp |
| Annual return | 20.10% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $3,088 | $2,761+11.8% | $4,305-28.3% | $2,631+17.4% |
| Participant deferral / active EE | $3,992 | $3,303+20.8% | $5,540-28.0% | $4,212-5.2% |
| Admin fee / account holder | $1,459 | $6,746-78.4% | $14,329-89.8% | $7,344-80.1% |