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 | $66,899 | $106,584-37.2% | $101,326-34.0% | $142,382-53.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 18.52% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $6,269 | $3,956+58.5% | $3,665+71.0% | $4,299+45.8% |
| Participant deferral / active EE | $8,009 | $8,297-3.5% | $7,994+0.2% | $6,507+23.1% |
| Admin fee / account holder | $571 | $11,446-95.0% | $11,185-94.9% | $12,624-95.5% |