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 | $76,435 | $214,378-64.3% | $200,582-61.9% | $142,382-46.3% |
| Participation rate | 76.9% | 87.4%-10.5pp | 86.9%-10.0pp | 80.1%-3.2pp |
| Annual return | 23.10% | 46.41%-23.3pp | 42.33%-19.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,937 | $6,841-42.5% | $6,419-38.7% | $4,299-8.4% |
| Participant deferral / active EE | $11,402 | $9,865+15.6% | $9,331+22.2% | $6,507+75.2% |
| Admin fee / account holder | $23,732 | $17,692+34.1% | $16,305+45.6% | $12,624+88.0% |