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 | $75,885 | $117,983-35.7% | $101,794-25.5% | $142,382-46.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 22.48% | 36.92%-14.4pp | 30.53%-8.0pp | 217.08%-194.6pp |
| Employer contribution / active EE | $7,577 | $2,773+173.3% | $2,289+231.0% | $4,299+76.2% |
| Participant deferral / active EE | $9,102 | $4,714+93.1% | $4,084+122.9% | $6,507+39.9% |
| Admin fee / account holder | $469 | $10,433-95.5% | $8,777-94.7% | $12,624-96.3% |