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 | $105,815 | $88,634+19.4% | $101,326+4.4% | $74,304+42.4% |
| Participation rate | 75.0% | 76.9%-1.9pp | 81.5%-6.5pp | 60.3%+14.7pp |
| Annual return | 25.04% | 33.10%-8.1pp | 36.82%-11.8pp | 29.43%-4.4pp |
| Employer contribution / active EE | $3,132 | $2,930+6.9% | $3,665-14.5% | $2,241+39.8% |
| Participant deferral / active EE | $13,797 | $7,322+88.4% | $7,994+72.6% | $3,767+266.2% |
| Admin fee / account holder | $22,473 | $2,425+826.6% | $11,185+100.9% | $2,969+657.0% |