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 | $42,585 | $172,111-75.3% | $150,298-71.7% | $137,256-69.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 90.26% | 69.37%+20.9pp | 62.79%+27.5pp | 220.34%-130.1pp |
| Employer contribution / active EE | $3,004 | $4,636-35.2% | $4,154-27.7% | $4,156-27.7% |
| Participant deferral / active EE | $5,908 | $6,166-4.2% | $5,453+8.3% | $6,407-7.8% |
| Admin fee / account holder | $441 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |