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 6-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 | $63,025 | $209,336-69.9% | $197,124-68.0% | $137,256-54.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 21.61% | 48.09%-26.5pp | 44.34%-22.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,179 | $6,591-36.6% | $6,227-32.9% | $4,156+0.6% |
| Participant deferral / active EE | $7,474 | $9,614-22.3% | $9,135-18.2% | $6,407+16.7% |
| Admin fee / account holder | $20,645 | $17,308+19.3% | $16,298+26.7% | $12,270+68.3% |