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 | $61,256 | $87,166-29.7% | $76,735-20.2% | $137,256-55.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 17.10% | 26.50%-9.4pp | 29.77%-12.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,554 | $2,904+22.4% | $2,454+44.8% | $4,156-14.5% |
| Participant deferral / active EE | $5,997 | $4,726+26.9% | $4,088+46.7% | $6,407-6.4% |
| Admin fee / account holder | $601 | $8,403-92.8% | $7,189-91.6% | $12,270-95.1% |