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 | $44,726 | $148,534-69.9% | $135,903-67.1% | $139,434-67.9% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+11.0pp | 80.3%+12.5pp |
| Annual return | 23.61% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $4,867 | $5,243-7.2% | $4,856+0.2% | $4,751+2.4% |
| Participant deferral / active EE | $3,996 | $8,100-50.7% | $7,758-48.5% | $6,710-40.5% |
| Admin fee / account holder | $626 | $12,400-95.0% | $10,762-94.2% | $11,403-94.5% |