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 | $50,803 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 18.04% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,310 | $4,636-28.6% | $4,154-20.3% | $4,156-20.4% |
| Participant deferral / active EE | $8,171 | $6,166+32.5% | $5,453+49.8% | $6,407+27.5% |
| Admin fee / account holder | $10,882 | $16,471-33.9% | $14,116-22.9% | $12,270-11.3% |