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 | $57,169 | $117,983-51.5% | $101,794-43.8% | $142,382-59.8% |
| Participation rate | 81.0% | 74.2%+6.7pp | 69.2%+11.8pp | 80.1%+0.8pp |
| Annual return | 17.19% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,138 | $2,773-22.9% | $2,289-6.6% | $4,299-50.3% |
| Participant deferral / active EE | $4,836 | $4,714+2.6% | $4,084+18.4% | $6,507-25.7% |
| Admin fee / account holder | $4,114 | $10,433-60.6% | $8,777-53.1% | $12,624-67.4% |