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 | $114,003 | $109,881+3.8% | $150,045-24.0% | $84,808+34.4% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 23.54% | 28.25%-4.7pp | 62.55%-39.0pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,393 | $3,561-32.8% | $4,693-49.0% | $2,631-9.0% |
| Participant deferral / active EE | $11,306 | $6,636+70.4% | $7,997+41.4% | $4,212+168.5% |
| Admin fee / account holder | $3,163 | $8,568-63.1% | $13,435-76.5% | $7,344-56.9% |