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 | $36,594 | $154,228-76.3% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.37% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $5,578 | $4,804+16.1% | $4,554+22.5% | $4,156+34.2% |
| Participant deferral / active EE | $10,151 | $8,216+23.5% | $7,897+28.5% | $6,407+58.4% |
| Admin fee / account holder | $33,369 | $14,344+132.6% | $13,129+154.2% | $12,270+172.0% |