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 | $18,313 | $154,228-88.1% | $145,433-87.4% | $137,256-86.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 88.82% | 74.59%+14.2pp | 66.58%+22.2pp | 220.34%-131.5pp |
| Employer contribution / active EE | $3,869 | $4,804-19.5% | $4,554-15.1% | $4,156-6.9% |
| Participant deferral / active EE | $5,872 | $8,216-28.5% | $7,897-25.7% | $6,407-8.4% |
| Admin fee / account holder | $17,312 | $14,344+20.7% | $13,129+31.9% | $12,270+41.1% |