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 | $74,531 | $172,111-56.7% | $150,298-50.4% | $137,256-45.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.29% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,180 | $4,636+11.7% | $4,154+24.7% | $4,156+24.6% |
| Participant deferral / active EE | $3,307 | $6,166-46.4% | $5,453-39.3% | $6,407-48.4% |
| Admin fee / account holder | $1,765 | $16,471-89.3% | $14,116-87.5% | $12,270-85.6% |