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 8-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 | $96,177 | $81,248+18.4% | $155,509-38.2% | $80,856+18.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 13.87% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,492 | $3,100-19.6% | $4,672-46.7% | $2,755-9.5% |
| Participant deferral / active EE | $5,114 | $3,452+48.2% | $5,626-9.1% | $4,296+19.1% |
| Admin fee / account holder | $3,516 | $7,997-56.0% | $15,912-77.9% | $6,918-49.2% |