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 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.37% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $5,578 | $4,961+12.4% | $4,693+18.9% | $4,299+29.7% |
| Participant deferral / active EE | $10,151 | $8,310+22.2% | $7,997+26.9% | $6,507+56.0% |
| Admin fee / account holder | $33,369 | $14,846+124.8% | $13,435+148.4% | $12,624+164.3% |