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 | $22,476 | $95,266-76.4% | $82,389-72.7% | $142,382-84.2% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.5%+13.8pp | 80.1%+3.2pp |
| Annual return | 14.73% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,682 | $2,991-43.8% | $2,517-33.2% | $4,299-60.9% |
| Participant deferral / active EE | $1,977 | $4,809-58.9% | $4,155-52.4% | $6,507-69.6% |
| Admin fee / account holder | $1,480 | $8,563-82.7% | $7,231-79.5% | $12,624-88.3% |