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 | $112,729-37.6% | $98,716-28.8% | $137,256-48.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 29.60% | 38.48%-8.9pp | 31.81%-2.2pp | 220.34%-190.7pp |
| Employer contribution / active EE | $2,268 | $2,725-16.8% | $2,279-0.5% | $4,156-45.4% |
| Participant deferral / active EE | $3,061 | $4,640-34.0% | $4,048-24.4% | $6,407-52.2% |
| Admin fee / account holder | $1,064 | $10,129-89.5% | $8,703-87.8% | $12,270-91.3% |