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 | $76,067 | $159,602-52.3% | $150,045-49.3% | $142,382-46.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 30.97% | 70.24%-39.3pp | 62.55%-31.6pp | 217.08%-186.1pp |
| Employer contribution / active EE | $4,295 | $4,961-13.4% | $4,693-8.5% | $4,299-0.1% |
| Participant deferral / active EE | $12,765 | $8,310+53.6% | $7,997+59.6% | $6,507+96.2% |
| Admin fee / account holder | $8,594 | $14,846-42.1% | $13,435-36.0% | $12,624-31.9% |