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 | $159,602-31.5% | $150,045-27.1% | $142,382-23.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,070 | $4,961-18.0% | $4,693-13.3% | $4,299-5.3% |
| Participant deferral / active EE | $10,971 | $8,310+32.0% | $7,997+37.2% | $6,507+68.6% |
| Admin fee / account holder | $1,323 | $14,846-91.1% | $13,435-90.2% | $12,624-89.5% |