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 6-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 | $114,625 | $124,425-7.9% | $112,040+2.3% | $137,256-16.5% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 11.88% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,798 | $3,411-47.3% | $2,954-39.1% | $4,156-56.7% |
| Participant deferral / active EE | $2,475 | $5,718-56.7% | $5,098-51.5% | $6,407-61.4% |
| Admin fee / account holder | $2,567 | $15,207-83.1% | $12,098-78.8% | $12,270-79.1% |