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 | $177,572-71.4% | $154,803-67.2% | $142,382-64.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 18.04% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,310 | $4,810-31.2% | $4,305-23.1% | $4,299-23.0% |
| Participant deferral / active EE | $8,171 | $6,272+30.3% | $5,540+47.5% | $6,507+25.6% |
| Admin fee / account holder | $10,882 | $16,786-35.2% | $14,329-24.1% | $12,624-13.8% |