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 | $58,705 | $159,602-63.2% | $150,045-60.9% | $142,382-58.8% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.3%+10.0pp | 80.1%+12.2pp |
| Annual return | 19.83% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $6,002 | $4,961+21.0% | $4,693+27.9% | $4,299+39.6% |
| Participant deferral / active EE | $14,853 | $8,310+78.7% | $7,997+85.7% | $6,507+128.3% |
| Admin fee / account holder | $9,887 | $14,846-33.4% | $13,435-26.4% | $12,624-21.7% |