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 | $109,381 | $154,228-29.1% | $145,433-24.8% | $137,256-20.3% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.20% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,070 | $4,804-15.3% | $4,554-10.6% | $4,156-2.1% |
| Participant deferral / active EE | $10,971 | $8,216+33.5% | $7,897+38.9% | $6,407+71.2% |
| Admin fee / account holder | $1,323 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |