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 | $37,328 | $159,602-76.6% | $150,045-75.1% | $142,382-73.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.28% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $9,846 | $4,961+98.5% | $4,693+109.8% | $4,299+129.0% |
| Participant deferral / active EE | $17,181 | $8,310+106.7% | $7,997+114.8% | $6,507+164.0% |
| Admin fee / account holder | $15,187 | $14,846+2.3% | $13,435+13.0% | $12,624+20.3% |