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 4-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 | $118,022 | $100,773+17.1% | $88,946+32.7% | $142,382-17.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 20.79% | 70.18%-49.4pp | 57.82%-37.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,341 | $2,918-19.8% | $2,555-8.4% | $4,299-45.6% |
| Participant deferral / active EE | $11,311 | $5,230+116.3% | $4,581+146.9% | $6,507+73.8% |
| Admin fee / account holder | $8,261 | $9,693-14.8% | $8,2610% | $12,624-34.6% |