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 | $48,392 | $179,726-73.1% | $156,263-69.0% | $142,382-66.0% |
| Participation rate | 88.2% | 82.1%+6.2pp | 78.9%+9.3pp | 80.1%+8.1pp |
| Annual return | 72.76% | 77.86%-5.1pp | 59.47%+13.3pp | 217.08%-144.3pp |
| Employer contribution / active EE | $3,209 | $5,069-36.7% | $4,333-26.0% | $4,299-25.4% |
| Participant deferral / active EE | $10,547 | $6,956+51.6% | $6,158+71.3% | $6,507+62.1% |
| Admin fee / account holder | $1,619 | $17,272-90.6% | $14,255-88.6% | $12,624-87.2% |