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 | $30,568 | $172,111-82.2% | $150,298-79.7% | $137,256-77.7% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 25.87% | 69.37%-43.5pp | 62.79%-36.9pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,528 | $4,636-23.9% | $4,154-15.1% | $4,156-15.1% |
| Participant deferral / active EE | $9,221 | $6,166+49.6% | $5,453+69.1% | $6,407+43.9% |
| Admin fee / account holder | $11,807 | $16,471-28.3% | $14,116-16.4% | $12,270-3.8% |