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 4-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 | $52,467 | $159,602-67.1% | $150,045-65.0% | $142,382-63.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 26.71% | 70.24%-43.5pp | 62.55%-35.8pp | 217.08%-190.4pp |
| Employer contribution / active EE | $8,262 | $4,961+66.5% | $4,693+76.0% | $4,299+92.2% |
| Participant deferral / active EE | $13,550 | $8,310+63.1% | $7,997+69.4% | $6,507+108.2% |
| Admin fee / account holder | $4,818 | $14,846-67.5% | $13,435-64.1% | $12,624-61.8% |