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 | $93,581 | $86,929+7.7% | $102,423-8.6% | $80,856+15.7% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 19.02% | 18.88%+0.1pp | 29.32%-10.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,739 | $2,369+57.8% | $3,023+23.7% | $2,755+35.7% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,959 | $8,049-75.7% | $9,451-79.3% | $6,918-71.7% |