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 | $93,218 | $109,413-14.8% | $156,263-40.3% | $84,808+9.9% |
| Participation rate | 82.9% | 72.7%+10.2pp | 78.9%+3.9pp | 68.3%+14.5pp |
| Annual return | 19.33% | 20.18%-0.9pp | 59.47%-40.1pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,871 | $2,907+67.6% | $4,333+12.4% | $2,631+85.1% |
| Participant deferral / active EE | $9,292 | $4,590+102.4% | $6,158+50.9% | $4,212+120.6% |
| Admin fee / account holder | $8,391 | $9,357-10.3% | $14,255-41.1% | $7,344+14.3% |