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 | $112,809 | $109,881+2.7% | $150,045-24.8% | $84,808+33.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 82.3%-7.3pp | 68.3%+6.7pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,526 | $3,561-29.1% | $4,693-46.2% | $2,631-4.0% |
| Participant deferral / active EE | $4,081 | $6,636-38.5% | $7,997-49.0% | $4,212-3.1% |
| Admin fee / account holder | $3,830 | $8,568-55.3% | $13,435-71.5% | $7,344-47.8% |