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 | $82,055 | $80,673+1.7% | $101,326-19.0% | $84,808-3.2% |
| Participation rate | 90.9% | 77.8%+13.1pp | 81.5%+9.4pp | 68.3%+22.6pp |
| Annual return | 17.60% | 38.95%-21.4pp | 36.82%-19.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,459 | $2,698+65.3% | $3,665+21.7% | $2,631+69.5% |
| Participant deferral / active EE | $10,938 | $6,840+59.9% | $7,994+36.8% | $4,212+159.7% |
| Admin fee / account holder | $7,596 | $12,784-40.6% | $11,185-32.1% | $7,344+3.4% |