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 | $97,477 | $109,881-11.3% | $150,045-35.0% | $84,808+14.9% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 16.24% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,596 | $3,561-27.1% | $4,693-44.7% | $2,631-1.3% |
| Participant deferral / active EE | $4,228 | $6,636-36.3% | $7,997-47.1% | $4,212+0.4% |
| Admin fee / account holder | $2,108 | $8,568-75.4% | $13,435-84.3% | $7,344-71.3% |