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 3-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 | $7,240 | $95,266-92.4% | $82,389-91.2% | $142,382-94.9% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.5%+12.8pp | 80.1%+2.2pp |
| Annual return | 23.60% | 25.74%-2.1pp | 28.67%-5.1pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,569 | $2,991-14.1% | $2,517+2.1% | $4,299-40.3% |
| Participant deferral / active EE | $3,460 | $4,809-28.0% | $4,155-16.7% | $6,507-46.8% |
| Admin fee / account holder | $3,459 | $8,563-59.6% | $7,231-52.2% | $12,624-72.6% |