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 | $109,938 | $102,317+7.4% | $146,958-25.2% | $80,856+36.0% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 17.75% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,825 | $3,713+3.0% | $4,933-22.5% | $2,755+38.9% |
| Participant deferral / active EE | $7,732 | $6,644+16.4% | $8,070-4.2% | $4,296+80.0% |
| Admin fee / account holder | $1,043 | $7,941-86.9% | $12,998-92.0% | $6,918-84.9% |