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 | $41,520 | $159,602-74.0% | $150,045-72.3% | $142,382-70.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 23.26% | 70.24%-47.0pp | 62.55%-39.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $8,063 | $4,961+62.5% | $4,693+71.8% | $4,299+87.6% |
| Participant deferral / active EE | $14,993 | $8,310+80.4% | $7,997+87.5% | $6,507+130.4% |
| Admin fee / account holder | $8,763 | $14,846-41.0% | $13,435-34.8% | $12,624-30.6% |