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 | $45,721 | $159,602-71.4% | $150,045-69.5% | $142,382-67.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.29% | 70.24%-51.9pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,647 | $4,961-26.5% | $4,693-22.3% | $4,299-15.2% |
| Participant deferral / active EE | $8,162 | $8,310-1.8% | $7,997+2.1% | $6,507+25.4% |
| Admin fee / account holder | $1,742 | $14,846-88.3% | $13,435-87.0% | $12,624-86.2% |