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 | $29,988 | $106,584-71.9% | $101,326-70.4% | $142,382-78.9% |
| Participation rate | 86.4% | 82.7%+3.7pp | 81.5%+4.9pp | 80.1%+6.2pp |
| Annual return | 19.17% | 36.93%-17.8pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,408 | $3,956+11.4% | $3,665+20.3% | $4,299+2.5% |
| Participant deferral / active EE | $5,409 | $8,297-34.8% | $7,994-32.3% | $6,507-16.9% |
| Admin fee / account holder | $2,708 | $11,446-76.3% | $11,185-75.8% | $12,624-78.5% |