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 | $36,300 | $117,983-69.2% | $101,794-64.3% | $142,382-74.5% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.2%+17.5pp | 80.1%+6.5pp |
| Annual return | 21.45% | 36.92%-15.5pp | 30.53%-9.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,910 | $2,773+41.0% | $2,289+70.8% | $4,299-9.0% |
| Participant deferral / active EE | $7,526 | $4,714+59.7% | $4,084+84.3% | $6,507+15.7% |
| Admin fee / account holder | $1,146 | $10,433-89.0% | $8,777-86.9% | $12,624-90.9% |