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 | $35,214 | $106,749-67.0% | $145,433-75.8% | $82,448-57.3% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 24.00% | 27.59%-3.6pp | 66.58%-42.6pp | 41.64%-17.6pp |
| Employer contribution / active EE | $4,046 | $3,444+17.5% | $4,554-11.2% | $2,551+58.6% |
| Participant deferral / active EE | $8,844 | $6,519+35.7% | $7,897+12.0% | $4,139+113.7% |
| Admin fee / account holder | $3,360 | $8,390-60.0% | $13,129-74.4% | $7,234-53.6% |