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 | $194,272 | $110,257+76.2% | $96,544+101.2% | $139,434+39.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 16.17% | 26.32%-10.1pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $3,997 | $3,620+10.4% | $2,965+34.8% | $4,751-15.9% |
| Participant deferral / active EE | $6,174 | $5,548+11.3% | $4,851+27.3% | $6,710-8.0% |
| Admin fee / account holder | $14,496 | $11,591+25.1% | $8,252+75.7% | $11,403+27.1% |