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 | $90,251 | $214,378-57.9% | $200,582-55.0% | $142,382-36.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 64.19% | 46.41%+17.8pp | 42.33%+21.9pp | 217.08%-152.9pp |
| Employer contribution / active EE | $5,805 | $6,841-15.2% | $6,419-9.6% | $4,299+35.0% |
| Participant deferral / active EE | $8,999 | $9,865-8.8% | $9,331-3.6% | $6,507+38.3% |
| Admin fee / account holder | $4,468 | $17,692-74.7% | $16,305-72.6% | $12,624-64.6% |