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 4-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 | $26,849 | $124,425-78.4% | $112,040-76.0% | $137,256-80.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 20.29% | 24.72%-4.4pp | 24.52%-4.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,708 | $3,411-49.9% | $2,954-42.2% | $4,156-58.9% |
| Participant deferral / active EE | $4,338 | $5,718-24.1% | $5,098-14.9% | $6,407-32.3% |
| Admin fee / account holder | $1,005 | $15,207-93.4% | $12,098-91.7% | $12,270-91.8% |