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 | $20,290 | $124,281-83.7% | $109,143-81.4% | $167,490-87.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 15.22% | 26.04%-10.8pp | 25.75%-10.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,464 | $4,207-65.2% | $3,722-60.7% | $4,837-69.7% |
| Participant deferral / active EE | $3,956 | $5,255-24.7% | $4,653-15.0% | $6,341-37.6% |
| Admin fee / account holder | $8,735 | $7,970+9.6% | $6,752+29.4% | $12,309-29.0% |