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 | $172,111-74.7% | $150,298-71.0% | $137,256-68.3% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 18.60% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,416 | $4,636-26.3% | $4,154-17.8% | $4,156-17.8% |
| Participant deferral / active EE | $7,583 | $6,166+23.0% | $5,453+39.1% | $6,407+18.4% |
| Admin fee / account holder | $9,744 | $16,471-40.8% | $14,116-31.0% | $12,270-20.6% |