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 | $58,097 | $214,378-72.9% | $200,582-71.0% | $142,382-59.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 86.9%+4.8pp | 80.1%+11.5pp |
| Annual return | 30.56% | 46.41%-15.8pp | 42.33%-11.8pp | 217.08%-186.5pp |
| Employer contribution / active EE | $7,464 | $6,841+9.1% | $6,419+16.3% | $4,299+73.6% |
| Participant deferral / active EE | $14,554 | $9,865+47.5% | $9,331+56.0% | $6,507+123.7% |
| Admin fee / account holder | $1,441 | $17,692-91.9% | $16,305-91.2% | $12,624-88.6% |