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 | $41,771 | $159,602-73.8% | $150,045-72.2% | $142,382-70.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 23.35% | 70.24%-46.9pp | 62.55%-39.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,662 | $4,961-6.0% | $4,693-0.7% | $4,299+8.4% |
| Participant deferral / active EE | $9,758 | $8,310+17.4% | $7,997+22.0% | $6,507+50.0% |
| Admin fee / account holder | $34,690 | $14,846+133.7% | $13,435+158.2% | $12,624+174.8% |