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 | $48,238 | $106,584-54.7% | $101,326-52.4% | $142,382-66.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 25.26% | 36.93%-11.7pp | 36.82%-11.6pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,362 | $3,956+10.3% | $3,665+19.0% | $4,299+1.5% |
| Participant deferral / active EE | $15,478 | $8,297+86.5% | $7,994+93.6% | $6,507+137.9% |
| Admin fee / account holder | $5,154 | $11,446-55.0% | $11,185-53.9% | $12,624-59.2% |