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 | $104,818 | $214,378-51.1% | $200,582-47.7% | $142,382-26.4% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 20.16% | 46.41%-26.2pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $4,992 | $6,841-27.0% | $6,419-22.2% | $4,299+16.1% |
| Participant deferral / active EE | $8,269 | $9,865-16.2% | $9,331-11.4% | $6,507+27.1% |
| Admin fee / account holder | $666 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |