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 | $45,250 | $89,753-49.6% | $107,525-57.9% | $84,808-46.6% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 24.21% | 29.48%-5.3pp | 181.32%-157.1pp | 40.90%-16.7pp |
| Employer contribution / active EE | $3,088 | $3,113-0.8% | $3,754-17.7% | $2,631+17.4% |
| Participant deferral / active EE | $4,393 | $4,056+8.3% | $5,116-14.1% | $4,212+4.3% |
| Admin fee / account holder | $14,424 | $7,222+99.7% | $8,919+61.7% | $7,344+96.4% |