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 | $57,625 | $214,378-73.1% | $200,582-71.3% | $142,382-59.5% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 23.21% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,564 | $6,841-62.5% | $6,419-60.1% | $4,299-40.4% |
| Participant deferral / active EE | $12,294 | $9,865+24.6% | $9,331+31.8% | $6,507+88.9% |
| Admin fee / account holder | $360 | $17,692-98.0% | $16,305-97.8% | $12,624-97.1% |