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 | $157,374 | $138,347+13.8% | $184,203-14.6% | $80,856+94.6% |
| Participation rate | 73.5% | 83.9%-10.3pp | 86.8%-13.3pp | 67.6%+5.9pp |
| Annual return | 15.29% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.3pp |
| Employer contribution / active EE | $4,606 | $4,850-5.1% | $6,427-28.3% | $2,755+67.2% |
| Participant deferral / active EE | $6,469 | $7,071-8.5% | $9,131-29.2% | $4,296+50.6% |
| Admin fee / account holder | $3,788 | $10,483-63.9% | $13,901-72.8% | $6,918-45.2% |