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 5-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 | $69,100 | $106,584-35.2% | $101,326-31.8% | $142,382-51.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 20.30% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $6,114 | $3,956+54.6% | $3,665+66.8% | $4,299+42.2% |
| Participant deferral / active EE | $13,796 | $8,297+66.3% | $7,994+72.6% | $6,507+112.0% |
| Admin fee / account holder | $4,722 | $11,446-58.7% | $11,185-57.8% | $12,624-62.6% |