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 | $52,658 | $114,381-54.0% | $107,525-51.0% | $142,382-63.0% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 38.87% | 242.71%-203.8pp | 181.32%-142.4pp | 217.08%-178.2pp |
| Employer contribution / active EE | $4,095 | $4,015+2.0% | $3,754+9.1% | $4,299-4.7% |
| Participant deferral / active EE | $8,471 | $5,564+52.2% | $5,116+65.6% | $6,507+30.2% |
| Admin fee / account holder | $959 | $9,860-90.3% | $8,919-89.2% | $12,624-92.4% |