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 | $116,247 | $77,314+50.4% | $177,989-34.7% | $80,856+43.8% |
| Participation rate | 82.3% | 65.7%+16.6pp | 77.1%+5.2pp | 67.6%+14.6pp |
| Annual return | 14.44% | 18.09%-3.6pp | 294.48%-280.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,244 | $2,292+41.5% | $3,949-17.8% | $2,755+17.8% |
| Participant deferral / active EE | $5,985 | $4,411+35.7% | $6,276-4.6% | $4,296+39.3% |
| Admin fee / account holder | $7,013 | $7,191-2.5% | $10,363-32.3% | $6,918+1.4% |