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 | $58,037 | $124,425-53.4% | $112,040-48.2% | $137,256-57.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 27.09% | 24.72%+2.4pp | 24.52%+2.6pp | 220.34%-193.2pp |
| Employer contribution / active EE | $3,772 | $3,411+10.6% | $2,954+27.7% | $4,156-9.2% |
| Participant deferral / active EE | $7,453 | $5,718+30.3% | $5,098+46.2% | $6,407+16.3% |
| Admin fee / account holder | $1,867 | $15,207-87.7% | $12,098-84.6% | $12,270-84.8% |