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 | $96,884 | $114,381-15.3% | $107,525-9.9% | $142,382-32.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 14.45% | 242.71%-228.3pp | 181.32%-166.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,588 | $4,015-60.5% | $3,754-57.7% | $4,299-63.1% |
| Participant deferral / active EE | $4,287 | $5,564-23.0% | $5,116-16.2% | $6,507-34.1% |
| Admin fee / account holder | $2,103 | $9,860-78.7% | $8,919-76.4% | $12,624-83.3% |