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 | $43,267 | $158,398-72.7% | $126,539-65.8% | $142,382-69.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 69.8%+23.5pp | 80.1%+13.2pp |
| Annual return | 40.96% | 593.76%-552.8pp | 425.95%-385.0pp | 217.08%-176.1pp |
| Employer contribution / active EE | $5,632 | $4,650+21.1% | $3,674+53.3% | $4,299+31.0% |
| Participant deferral / active EE | $7,998 | $4,767+67.8% | $4,083+95.9% | $6,507+22.9% |
| Admin fee / account holder | $822 | $6,918-88.1% | $6,065-86.4% | $12,624-93.5% |