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 | $34,035 | $124,425-72.6% | $112,040-69.6% | $137,256-75.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 20.74% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,753 | $3,411+10.0% | $2,954+27.1% | $4,156-9.7% |
| Participant deferral / active EE | $6,318 | $5,718+10.5% | $5,098+23.9% | $6,407-1.4% |
| Admin fee / account holder | $3,280 | $15,207-78.4% | $12,098-72.9% | $12,270-73.3% |