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 | $47,626 | $201,272-76.3% | $184,203-74.1% | $145,922-67.4% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 25.71% | 29.00%-3.3pp | 28.81%-3.1pp | 561.29%-535.6pp |
| Employer contribution / active EE | $3,546 | $7,022-49.5% | $6,427-44.8% | $4,660-23.9% |
| Participant deferral / active EE | $10,374 | $9,806+5.8% | $9,131+13.6% | $6,688+55.1% |
| Admin fee / account holder | $2,007 | $16,364-87.7% | $13,901-85.6% | $13,397-85.0% |