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 | $115,497 | $77,976+48.1% | $81,367+41.9% | $125,391-7.9% |
| Participation rate | 90.0% | 83.3%+6.7pp | 82.3%+7.7pp | 83.2%+6.8pp |
| Annual return | 1.16% | -2.85%+4.0pp | -0.92%+2.1pp | 282.22%-281.1pp |
| Employer contribution / active EE | $4,300 | $4,366-1.5% | $3,930+9.4% | $4,866-11.6% |
| Participant deferral / active EE | $15,096 | $5,646+167.4% | $5,383+180.4% | $5,352+182.1% |
| Admin fee / account holder | $7,972 | $12,476-36.1% | $8,926-10.7% | $9,540-16.4% |