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 | $99,442 | $109,881-9.5% | $150,045-33.7% | $84,808+17.3% |
| Participation rate | 84.0% | 76.1%+7.9pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 16.26% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $9,321 | $3,561+161.7% | $4,693+98.6% | $2,631+254.3% |
| Participant deferral / active EE | $6,764 | $6,636+1.9% | $7,997-15.4% | $4,212+60.6% |
| Admin fee / account holder | $3,242 | $8,568-62.2% | $13,435-75.9% | $7,344-55.9% |