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 | $37,145 | $74,888-50.4% | $71,209-47.8% | $142,382-73.9% |
| Participation rate | 81.3% | 76.2%+5.0pp | 73.8%+7.5pp | 80.1%+1.1pp |
| Annual return | 23.75% | 345.14%-321.4pp | 282.51%-258.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,349 | $2,854+17.3% | $2,721+23.1% | $4,299-22.1% |
| Participant deferral / active EE | $6,500 | $4,454+45.9% | $4,175+55.7% | $6,507-0.1% |
| Admin fee / account holder | $1,438 | $5,568-74.2% | $5,349-73.1% | $12,624-88.6% |