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 | $54,278 | $209,336-74.1% | $197,124-72.5% | $137,256-60.5% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 27.64% | 48.09%-20.4pp | 44.34%-16.7pp | 220.34%-192.7pp |
| Employer contribution / active EE | $8,769 | $6,591+33.1% | $6,227+40.8% | $4,156+111.0% |
| Participant deferral / active EE | $15,623 | $9,614+62.5% | $9,135+71.0% | $6,407+143.8% |
| Admin fee / account holder | $10,083 | $17,308-41.7% | $16,298-38.1% | $12,270-17.8% |