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 | $40,635 | $154,228-73.7% | $145,433-72.1% | $137,256-70.4% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 29.00% | 74.59%-45.6pp | 66.58%-37.6pp | 220.34%-191.3pp |
| Employer contribution / active EE | $3,277 | $4,804-31.8% | $4,554-28.1% | $4,156-21.2% |
| Participant deferral / active EE | $9,199 | $8,216+12.0% | $7,897+16.5% | $6,407+43.6% |
| Admin fee / account holder | $9,067 | $14,344-36.8% | $13,129-30.9% | $12,270-26.1% |