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 | $30,446 | $93,571-67.5% | $135,903-77.6% | $75,163-59.5% |
| Participation rate | 80.6% | 75.2%+5.5pp | 81.9%-1.3pp | 67.2%+13.5pp |
| Annual return | 31.15% | 30.90%+0.3pp | 68.23%-37.1pp | 160.62%-129.5pp |
| Employer contribution / active EE | $2,929 | $3,537-17.2% | $4,856-39.7% | $2,670+9.7% |
| Participant deferral / active EE | $8,318 | $6,404+29.9% | $7,758+7.2% | $4,125+101.6% |
| Admin fee / account holder | $393 | $6,975-94.4% | $10,762-96.3% | $5,651-93.0% |