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 | $47,707 | $159,602-70.1% | $150,045-68.2% | $142,382-66.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 24.15% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $7,662 | $4,961+54.5% | $4,693+63.3% | $4,299+78.2% |
| Participant deferral / active EE | $8,495 | $8,310+2.2% | $7,997+6.2% | $6,507+30.6% |
| Admin fee / account holder | $2,069 | $14,846-86.1% | $13,435-84.6% | $12,624-83.6% |