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 | $87,345 | $209,336-58.3% | $197,124-55.7% | $137,256-36.4% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 13.79% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,630 | $6,591-60.1% | $6,227-57.8% | $4,156-36.7% |
| Participant deferral / active EE | $6,442 | $9,614-33.0% | $9,135-29.5% | $6,407+0.6% |
| Admin fee / account holder | $729 | $17,308-95.8% | $16,298-95.5% | $12,270-94.1% |