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 | $43,262 | $74,888-42.2% | $71,209-39.2% | $142,382-69.6% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 22.70% | 345.14%-322.4pp | 282.51%-259.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,529 | $2,854-11.4% | $2,721-7.0% | $4,299-41.2% |
| Participant deferral / active EE | $6,591 | $4,454+48.0% | $4,175+57.9% | $6,507+1.3% |
| Admin fee / account holder | $1,091 | $5,568-80.4% | $5,349-79.6% | $12,624-91.4% |