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 6-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 | $94,179 | $109,881-14.3% | $150,045-37.2% | $84,808+11.1% |
| Participation rate | 90.6% | 76.1%+14.5pp | 82.3%+8.3pp | 68.3%+22.3pp |
| Annual return | 21.37% | 28.25%-6.9pp | 62.55%-41.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $11,598 | $3,561+225.7% | $4,693+147.1% | $2,631+340.8% |
| Participant deferral / active EE | $13,756 | $6,636+107.3% | $7,997+72.0% | $4,212+226.6% |
| Admin fee / account holder | $3,868 | $8,568-54.9% | $13,435-71.2% | $7,344-47.3% |