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 | $43,515 | $177,572-75.5% | $154,803-71.9% | $142,382-69.4% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 18.60% | 65.07%-46.5pp | 58.88%-40.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $3,416 | $4,810-29.0% | $4,305-20.7% | $4,299-20.5% |
| Participant deferral / active EE | $7,583 | $6,272+20.9% | $5,540+36.9% | $6,507+16.5% |
| Admin fee / account holder | $9,744 | $16,786-41.9% | $14,329-32.0% | $12,624-22.8% |