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 | $145,429 | $179,726-19.1% | $156,263-6.9% | $142,382+2.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 18.05% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,268 | $5,069-55.3% | $4,333-47.7% | $4,299-47.2% |
| Participant deferral / active EE | $6,561 | $6,956-5.7% | $6,158+6.5% | $6,507+0.8% |
| Admin fee / account holder | $4,360 | $17,272-74.8% | $14,255-69.4% | $12,624-65.5% |