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 | $118,986 | $46,674+154.9% | $117,472+1.3% | $68,494+73.7% |
| Participation rate | 98.4% | 56.8%+41.6pp | 70.6%+27.8pp | 67.9%+30.5pp |
| Annual return | 2.91% | -14.52%+17.4pp | 29.74%-26.8pp | -7.84%+10.7pp |
| Employer contribution / active EE | $8,178 | $1,505+443.5% | $4,176+95.8% | $2,596+215.0% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,842 | $4,020-4.4% | $5,645-31.9% | $5,403-28.9% |