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 | $46,515 | $209,336-77.8% | $197,124-76.4% | $137,256-66.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 35.05% | 48.09%-13.0pp | 44.34%-9.3pp | 220.34%-185.3pp |
| Employer contribution / active EE | $6,540 | $6,591-0.8% | $6,227+5.0% | $4,156+57.4% |
| Participant deferral / active EE | $15,660 | $9,614+62.9% | $9,135+71.4% | $6,407+144.4% |
| Admin fee / account holder | $3,412 | $17,308-80.3% | $16,298-79.1% | $12,270-72.2% |