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 | $81,833 | $177,572-53.9% | $154,803-47.1% | $142,382-42.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 23.06% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,677 | $4,810-44.3% | $4,305-37.8% | $4,299-37.7% |
| Participant deferral / active EE | $9,069 | $6,272+44.6% | $5,540+63.7% | $6,507+39.4% |
| Admin fee / account holder | $692 | $16,786-95.9% | $14,329-95.2% | $12,624-94.5% |