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 | $98,352 | $87,870+11.9% | $113,168-13.1% | $74,304+32.4% |
| Participation rate | 79.4% | 70.7%+8.7pp | 76.6%+2.8pp | 60.3%+19.1pp |
| Annual return | 25.96% | 26.44%-0.5pp | 24.27%+1.7pp | 29.43%-3.5pp |
| Employer contribution / active EE | $1,706 | $2,277-25.1% | $2,975-42.7% | $2,241-23.9% |
| Participant deferral / active EE | $7,909 | $4,241+86.5% | $5,107+54.9% | $3,767+109.9% |
| Admin fee / account holder | $8,657 | $3,368+157.0% | $12,068-28.3% | $2,969+191.6% |