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 | $70,312 | $117,983-40.4% | $101,794-30.9% | $142,382-50.6% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 29.60% | 36.92%-7.3pp | 30.53%-0.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $2,268 | $2,773-18.2% | $2,289-0.9% | $4,299-47.3% |
| Participant deferral / active EE | $3,061 | $4,714-35.1% | $4,084-25.0% | $6,507-53.0% |
| Admin fee / account holder | $1,064 | $10,433-89.8% | $8,777-87.9% | $12,624-91.6% |