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 | $177,572-82.8% | $154,803-80.3% | $142,382-78.5% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 25.87% | 65.07%-39.2pp | 58.88%-33.0pp | 217.08%-191.2pp |
| Employer contribution / active EE | $3,528 | $4,810-26.7% | $4,305-18.1% | $4,299-17.9% |
| Participant deferral / active EE | $9,221 | $6,272+47.0% | $5,540+66.4% | $6,507+41.7% |
| Admin fee / account holder | $11,807 | $16,786-29.7% | $14,329-17.6% | $12,624-6.5% |