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 | $84,471 | $80,673+4.7% | $101,326-16.6% | $84,808-0.4% |
| Participation rate | 88.7% | 77.8%+10.9pp | 81.5%+7.2pp | 68.3%+20.4pp |
| Annual return | 15.38% | 38.95%-23.6pp | 36.82%-21.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,249 | $2,698+20.4% | $3,665-11.4% | $2,631+23.5% |
| Participant deferral / active EE | $7,084 | $6,840+3.6% | $7,994-11.4% | $4,212+68.2% |
| Admin fee / account holder | $3,434 | $12,784-73.1% | $11,185-69.3% | $7,344-53.2% |