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 | $78,297 | $238,490-67.2% | $180,183-56.5% | $142,382-45.0% |
| Participation rate | 91.7% | 82.3%+9.4pp | 77.4%+14.2pp | 80.1%+11.5pp |
| Annual return | 17.07% | 33.56%-16.5pp | 27.86%-10.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,226 | $6,143-14.9% | $5,039+3.7% | $4,299+21.6% |
| Participant deferral / active EE | $6,442 | $7,996-19.4% | $6,822-5.6% | $6,507-1.0% |
| Admin fee / account holder | $2,800 | $28,866-90.3% | $19,975-86.0% | $12,624-77.8% |