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 | $62,434 | $111,754-44.1% | $103,333-39.6% | $145,922-57.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 15.03% | 24.77%-9.7pp | 24.88%-9.9pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,536 | $4,212+7.7% | $3,868+17.3% | $4,660-2.7% |
| Participant deferral / active EE | $5,907 | $5,619+5.1% | $5,057+16.8% | $6,688-11.7% |
| Admin fee / account holder | $10,212 | $9,750+4.7% | $8,355+22.2% | $13,397-23.8% |