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 | $107,889 | $148,978-27.6% | $200,582-46.2% | $84,808+27.2% |
| Participation rate | 94.8% | 84.2%+10.6pp | 86.9%+7.9pp | 68.3%+26.5pp |
| Annual return | 18.40% | 28.16%-9.8pp | 42.33%-23.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,864 | $4,815+21.8% | $6,419-8.6% | $2,631+122.9% |
| Participant deferral / active EE | $14,817 | $7,142+107.5% | $9,331+58.8% | $4,212+251.8% |
| Admin fee / account holder | $6,174 | $13,977-55.8% | $16,305-62.1% | $7,344-15.9% |