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 | $82,537 | $107,452-23.2% | $91,541-9.8% | $142,382-42.0% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 18.76% | 22.06%-3.3pp | 20.50%-1.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,791 | $2,994-40.2% | $2,505-28.5% | $4,299-58.3% |
| Participant deferral / active EE | $6,956 | $4,754+46.3% | $4,008+73.6% | $6,507+6.9% |
| Admin fee / account holder | $1,532 | $8,834-82.7% | $6,956-78.0% | $12,624-87.9% |