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 4-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 | $42,533 | $106,584-60.1% | $101,326-58.0% | $142,382-70.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 21.87% | 36.93%-15.1pp | 36.82%-15.0pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,758 | $3,956-30.3% | $3,665-24.7% | $4,299-35.8% |
| Participant deferral / active EE | $9,306 | $8,297+12.2% | $7,994+16.4% | $6,507+43.0% |
| Admin fee / account holder | $964 | $11,446-91.6% | $11,185-91.4% | $12,624-92.4% |