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 | $48,302 | $74,888-35.5% | $71,209-32.2% | $142,382-66.1% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 21.18% | 345.14%-324.0pp | 282.51%-261.3pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,392 | $2,854+18.8% | $2,721+24.6% | $4,299-21.1% |
| Participant deferral / active EE | $8,922 | $4,454+100.3% | $4,175+113.7% | $6,507+37.1% |
| Admin fee / account holder | $5,796 | $5,568+4.1% | $5,349+8.4% | $12,624-54.1% |