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 5-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 | $116,102 | $209,336-44.5% | $197,124-41.1% | $137,256-15.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 14.32% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $6,819 | $6,591+3.5% | $6,227+9.5% | $4,156+64.1% |
| Participant deferral / active EE | $16,938 | $9,614+76.2% | $9,135+85.4% | $6,407+164.4% |
| Admin fee / account holder | $14,368 | $17,308-17.0% | $16,298-11.8% | $12,270+17.1% |