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 | $57,247 | $71,050-19.4% | $93,606-38.8% | $80,856-29.2% |
| Participation rate | 95.5% | 60.4%+35.1pp | 68.7%+26.8pp | 67.6%+27.9pp |
| Annual return | 42.32% | 11.26%+31.1pp | 133.20%-90.9pp | 35.59%+6.7pp |
| Employer contribution / active EE | $3,584 | $1,564+129.2% | $2,420+48.1% | $2,755+30.1% |
| Participant deferral / active EE | $6,037 | $4,034+49.7% | $4,411+36.8% | $4,296+40.5% |
| Admin fee / account holder | $6,363 | $6,945-8.4% | $8,285-23.2% | $6,918-8.0% |