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 | $45,274 | $159,602-71.6% | $150,045-69.8% | $142,382-68.2% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 40.35% | 70.24%-29.9pp | 62.55%-22.2pp | 217.08%-176.7pp |
| Employer contribution / active EE | $8,434 | $4,961+70.0% | $4,693+79.7% | $4,299+96.2% |
| Participant deferral / active EE | $8,890 | $8,310+7.0% | $7,997+11.2% | $6,507+36.6% |
| Admin fee / account holder | $647 | $14,846-95.6% | $13,435-95.2% | $12,624-94.9% |