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 3-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 | $123,872 | $146,267-15.3% | $197,124-37.2% | $82,448+50.2% |
| Participation rate | 94.3% | 84.0%+10.3pp | 86.7%+7.6pp | 68.1%+26.3pp |
| Annual return | 15.40% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,553 | $4,723-45.9% | $6,227-59.0% | $2,551+0.1% |
| Participant deferral / active EE | $7,464 | $7,035+6.1% | $9,135-18.3% | $4,139+80.3% |
| Admin fee / account holder | $12,499 | $14,422-13.3% | $16,298-23.3% | $7,234+72.8% |