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 | $71,938 | $106,584-32.5% | $101,326-29.0% | $142,382-49.5% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 39.01% | 36.93%+2.1pp | 36.82%+2.2pp | 217.08%-178.1pp |
| Employer contribution / active EE | $4,893 | $3,956+23.7% | $3,665+33.5% | $4,299+13.8% |
| Participant deferral / active EE | $10,487 | $8,297+26.4% | $7,994+31.2% | $6,507+61.2% |
| Admin fee / account holder | $3,013 | $11,446-73.7% | $11,185-73.1% | $12,624-76.1% |