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 | $31,133 | $74,888-58.4% | $71,209-56.3% | $142,382-78.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.38% | 345.14%-330.8pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,832 | $2,854-0.8% | $2,721+4.1% | $4,299-34.1% |
| Participant deferral / active EE | $6,563 | $4,454+47.3% | $4,175+57.2% | $6,507+0.9% |
| Admin fee / account holder | $16,809 | $5,568+201.9% | $5,349+214.2% | $12,624+33.2% |