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 | $44,371 | $118,427-62.5% | $66,042-32.8% | $142,382-68.8% |
| Participation rate | 73.3% | 68.1%+5.2pp | 67.5%+5.8pp | 80.1%-6.8pp |
| Annual return | 15.35% | 35.57%-20.2pp | 52.11%-36.8pp | 217.08%-201.7pp |
| Employer contribution / active EE | $631 | $2,570-75.4% | $1,579-60.0% | $4,299-85.3% |
| Participant deferral / active EE | $1,677 | $4,311-61.1% | $2,835-40.9% | $6,507-74.2% |
| Admin fee / account holder | $3,445 | $9,593-64.1% | $5,747-40.1% | $12,624-72.7% |