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 | $23,383 | $117,983-80.2% | $101,794-77.0% | $142,382-83.6% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.2%+3.0pp | 80.1%-7.9pp |
| Annual return | 25.49% | 36.92%-11.4pp | 30.53%-5.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $3,130 | $2,773+12.9% | $2,289+36.8% | $4,299-27.2% |
| Participant deferral / active EE | $7,241 | $4,714+53.6% | $4,084+77.3% | $6,507+11.3% |
| Admin fee / account holder | $2,057 | $10,433-80.3% | $8,777-76.6% | $12,624-83.7% |